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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 | $9,710 | $67,602-85.6% | $82,312-88.2% | $70,126-86.2% |
| Participation rate | 18.8% | 72.8%-54.0pp | 76.9%-58.1pp | 69.5%-50.8pp |
| Annual return | 14.05% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $291 | $2,987-90.2% | $3,706-92.1% | $3,332-91.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |