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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 | $12,619 | $63,904-80.3% | $89,340-85.9% | $67,986-81.4% |
| Participation rate | 8.4% | 54.3%-45.9pp | 69.6%-61.2pp | 57.2%-48.8pp |
| Annual return | 22.47% | 18.09%+4.4pp | 20.57%+1.9pp | 31.67%-9.2pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $483 | $2,691-82.1% | $3,823-87.4% | $3,358-85.6% |
| Admin fee / account holder | $0 | $3,315-100.0% | $6,704-100.0% | $3,203-100.0% |