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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 | $8,580 | $91,198-90.6% | $178,503-95.2% | $79,856-89.3% |
| Participation rate | 68.2% | 69.2%-1.0pp | 81.9%-13.7pp | 69.6%-1.5pp |
| Annual return | 42.75% | 24.20%+18.6pp | 151.12%-108.4pp | 31.71%+11.0pp |
| Employer contribution / active EE | $2,180 | $3,257-33.0% | $5,011-56.5% | $2,471-11.8% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |