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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 | $2,498 | $108,825-97.7% | $156,181-98.4% | $82,448-97.0% |
| Participation rate | 6.3% | 72.4%-66.1pp | 78.8%-72.6pp | 68.1%-61.8pp |
| Annual return | 27.12% | 20.59%+6.5pp | 64.87%-37.8pp | 41.64%-14.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $52 | $4,577-98.9% | $6,132-99.2% | $4,139-98.7% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |