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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 | $6,336 | $91,037-93.0% | $71,671-91.2% | $147,586-95.7% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 21.49% | 20.48%+1.0pp | 20.65%+0.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $843 | $4,498-81.3% | $3,438-75.5% | $5,439-84.5% |
| Admin fee / account holder | $1 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |