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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 | $10,500 | $64,359-83.7% | $90,161-88.4% | $70,126-85.0% |
| Participation rate | 15.4% | 70.4%-55.0pp | 76.9%-61.5pp | 69.5%-54.2pp |
| Annual return | 16.83% | 28.13%-11.3pp | 34.89%-18.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $183 | $4,389-95.8% | $5,287-96.5% | $3,332-94.5% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |