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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 | $2,346 | $95,453-97.5% | $112,040-97.9% | $82,448-97.2% |
| Participation rate | 13.3% | 72.8%-59.4pp | 76.5%-63.2pp | 68.1%-54.7pp |
| Annual return | 25.21% | 23.92%+1.3pp | 24.52%+0.7pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $121 | $4,224-97.1% | $5,098-97.6% | $4,139-97.1% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |