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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 | $8,081 | $72,272-88.8% | $101,264-92.0% | $79,858-89.9% |
| Participation rate | 18.2% | 68.5%-50.3pp | 75.8%-57.6pp | 69.6%-51.5pp |
| Annual return | 44.12% | 22.30%+21.8pp | 46.48%-2.4pp | 31.72%+12.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $743 | $3,282-77.3% | $4,370-83.0% | $3,740-80.1% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,947-100.0% | $5,306-100.0% |