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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 | $9,085 | $110,307-91.8% | $96,576-90.6% | $139,456-93.5% |
| Participation rate | 35.3% | 78.1%-42.8pp | 76.0%-40.7pp | 80.3%-45.0pp |
| Annual return | 22.05% | 26.40%-4.4pp | 25.87%-3.8pp | 373.45%-351.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $548 | $5,547-90.1% | $4,851-88.7% | $6,711-91.8% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |