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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 | $3,327 | $88,707-96.2% | $74,184-95.5% | $273,972-98.8% |
| Participation rate | 23.5% | 79.4%-55.9pp | 76.6%-53.1pp | 83.0%-59.5pp |
| Annual return | 12.63% | 11.94%+0.7pp | 17.74%-5.1pp | 41.46%-28.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $499 | $4,212-88.2% | $3,550-85.9% | $5,287-90.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |