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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 | $10,973 | $84,236-87.0% | $170,439-93.6% | $70,124-84.4% |
| Participation rate | 4.3% | 70.8%-66.6pp | 83.6%-79.3pp | 69.5%-65.3pp |
| Annual return | 21.19% | 23.06%-1.9pp | 205.94%-184.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $55 | $3,086-98.2% | $4,939-98.9% | $3,332-98.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |