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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 | $2,118 | $84,236-97.5% | $170,439-98.8% | $70,124-97.0% |
| Participation rate | 12.3% | 70.8%-58.5pp | 83.6%-71.3pp | 69.5%-57.2pp |
| Annual return | 26.66% | 23.06%+3.6pp | 205.94%-179.3pp | 73.14%-46.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $199 | $3,086-93.6% | $4,939-96.0% | $3,332-94.0% |
| Admin fee / account holder | $147 | $5,698-97.4% | $13,881-98.9% | $4,645-96.8% |