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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 | $14,449 | $72,273-80.0% | $101,275-85.7% | $79,856-81.9% |
| Participation rate | 12.9% | 68.5%-55.6pp | 75.8%-62.9pp | 69.6%-56.7pp |
| Annual return | 20.59% | 22.30%-1.7pp | 46.48%-25.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $595 | $3,282-81.9% | $4,371-86.4% | $3,741-84.1% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |