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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 | $5,618 | $106,236-94.7% | $96,496-94.2% | $139,427-96.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 16.47% | 38.43%-22.0pp | 35.70%-19.2pp | 373.27%-356.8pp |
| Employer contribution / active EE | $2,143 | $4,104-47.8% | $3,738-42.7% | $4,752-54.9% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |