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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 | $7,492 | $96,491-92.2% | $75,894-90.1% | $152,885-95.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 18.70% | 33.98%-15.3pp | 30.76%-12.1pp | 345.39%-326.7pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $846 | $4,553-81.4% | $3,603-76.5% | $5,851-85.5% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,420-100.0% | $11,598-100.0% |