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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 | $9,774 | $78,705-87.6% | $117,860-91.7% | $70,124-86.1% |
| Participation rate | 36.4% | 73.2%-36.8pp | 79.7%-43.3pp | 69.5%-33.2pp |
| Annual return | 41.51% | 23.30%+18.2pp | 335.10%-293.6pp | 73.14%-31.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,195 | $3,297-63.8% | $4,482-73.3% | $3,332-64.1% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |