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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 | $3,858 | $84,236-95.4% | $170,435-97.7% | $70,126-94.5% |
| Participation rate | 11.1% | 70.8%-59.7pp | 83.6%-72.5pp | 69.5%-58.4pp |
| Annual return | 31.81% | 23.06%+8.8pp | 205.94%-174.1pp | 73.15%-41.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $362 | $3,086-88.3% | $4,939-92.7% | $3,332-89.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |