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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 | $4,995 | $72,486-93.1% | $87,103-94.3% | $72,976-93.2% |
| Participation rate | 11.1% | 72.8%-61.7pp | 76.9%-65.8pp | 69.5%-58.4pp |
| Annual return | 27.23% | 24.46%+2.8pp | 28.19%-1.0pp | 81.02%-53.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $262 | $3,270-92.0% | $4,049-93.5% | $3,608-92.7% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |