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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 | $10,645 | $60,349-82.4% | $74,184-85.7% | $62,881-83.1% |
| Participation rate | 37.0% | 72.7%-35.7pp | 76.6%-39.6pp | 69.3%-32.3pp |
| Annual return | 55.10% | 21.38%+33.7pp | 17.74%+37.4pp | 20.14%+35.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $643 | $2,856-77.5% | $3,550-81.9% | $3,203-79.9% |
| Admin fee / account holder | $41 | $4,261-99.0% | $5,586-99.3% | $4,296-99.0% |