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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 | $71,106-82.3% | $121,871-89.6% | $69,733-81.9% |
| Participation rate | 8.4% | 62.8%-54.4pp | 73.2%-64.8pp | 62.5%-54.1pp |
| Annual return | 22.47% | 15.43%+7.0pp | 13.57%+8.9pp | 15.22%+7.2pp |
| Employer contribution / active EE | $0 | $2,556-100.0% | $2,731-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $483 | $2,765-82.5% | $4,318-88.8% | $3,054-84.2% |
| Admin fee / account holder | $0 | $2,128-100.0% | $11,551-100.0% | $3,102-100.0% |