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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 | $18,426 | $67,606-72.7% | $82,313-77.6% | $70,124-73.7% |
| Participation rate | 2.7% | 72.8%-70.1pp | 76.9%-74.2pp | 69.5%-66.9pp |
| Annual return | 60.26% | 21.57%+38.7pp | 25.88%+34.4pp | 73.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $343 | $2,987-88.5% | $3,706-90.8% | $3,332-89.7% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |