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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 | $2,131 | $65,712-96.8% | $57,196-96.3% | $273,972-99.2% |
| Participation rate | 14.3% | 78.3%-64.0pp | 75.3%-61.0pp | 83.0%-68.7pp |
| Annual return | 39.36% | 22.01%+17.4pp | 14.59%+24.8pp | 41.46%-2.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $238 | $3,782-93.7% | $3,096-92.3% | $5,287-95.5% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |