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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 | $16,762 | $71,215-76.5% | $93,696-82.1% | $80,935-79.3% |
| Participation rate | 20.6% | 60.4%-39.8pp | 68.7%-48.1pp | 67.7%-47.1pp |
| Annual return | 16.84% | 11.27%+5.6pp | 133.74%-116.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $807 | $4,037-80.0% | $4,417-81.7% | $4,299-81.2% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |