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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 | $6,697 | $60,349-88.9% | $74,184-91.0% | $62,881-89.4% |
| Participation rate | 4.9% | 72.7%-67.9pp | 76.6%-71.7pp | 69.3%-64.4pp |
| Annual return | 37.78% | 21.38%+16.4pp | 17.74%+20.0pp | 20.14%+17.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $278 | $2,856-90.3% | $3,550-92.2% | $3,203-91.3% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |