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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 | $8,295 | $53,774-84.6% | $134,162-93.8% | $79,852-89.6% |
| Participation rate | 12.7% | 58.8%-46.1pp | 72.2%-59.5pp | 69.6%-57.0pp |
| Annual return | 39.62% | 19.01%+20.6pp | 36.35%+3.3pp | 31.72%+7.9pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $706 | $2,420-70.8% | $3,500-79.8% | $3,740-81.1% |
| Admin fee / account holder | $81 | $3,985-98.0% | $6,685-98.8% | $5,306-98.5% |