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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 | $97,550-97.6% | $120,344-98.1% | $87,485-97.3% |
| Participation rate | 13.3% | 72.8%-59.5pp | 76.7%-63.4pp | 68.9%-55.6pp |
| Annual return | 25.21% | 18.41%+6.8pp | 20.30%+4.9pp | 26.06%-0.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $121 | $4,230-97.2% | $5,135-97.7% | $4,274-97.2% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |