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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 | $8,735 | $136,860-93.6% | $120,344-92.7% | $154,746-94.4% |
| Participation rate | 22.2% | 79.9%-57.7pp | 76.7%-54.5pp | 80.7%-58.5pp |
| Annual return | 13.25% | 21.38%-8.1pp | 20.30%-7.1pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $278 | $5,793-95.2% | $5,135-94.6% | $6,730-95.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |