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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 | $62,086-79.7% | $90,259-86.0% | $64,340-80.4% |
| Participation rate | 8.4% | 53.9%-45.5pp | 70.7%-62.3pp | 55.2%-46.8pp |
| Annual return | 22.47% | 16.73%+5.7pp | 18.88%+3.6pp | 24.14%-1.7pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $483 | $2,557-81.1% | $3,827-87.4% | $2,980-83.8% |
| Admin fee / account holder | $0 | $3,317-100.0% | $7,267-100.0% | $3,703-100.0% |