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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 | $8,436 | $62,672-86.5% | $185,117-95.4% | $70,126-88.0% |
| Participation rate | 34.4% | 63.8%-29.4pp | 77.3%-42.9pp | 69.5%-35.2pp |
| Annual return | 21.72% | 40.79%-19.1pp | 40.50%-18.8pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $774 | $3,272-76.3% | $5,045-84.7% | $3,332-76.8% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |