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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 | $2,969 | $91,198-96.7% | $178,503-98.3% | $79,856-96.3% |
| Participation rate | 16.1% | 69.2%-53.1pp | 81.9%-65.8pp | 69.6%-53.5pp |
| Annual return | 27.05% | 24.20%+2.8pp | 151.12%-124.1pp | 31.71%-4.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $318 | $3,237-90.2% | $5,202-93.9% | $3,741-91.5% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |