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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,655 | $71,197-86.4% | $93,669-89.7% | $80,925-88.1% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.7%-47.7pp |
| Annual return | 10.31% | 11.27%-1.0pp | 133.59%-123.3pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $760 | $4,036-81.2% | $4,416-82.8% | $4,299-82.3% |
| Admin fee / account holder | $107 | $6,959-98.5% | $8,291-98.7% | $6,940-98.5% |