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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 | $10,560 | $68,880-84.7% | $120,580-91.2% | $80,959-87.0% |
| Participation rate | 6.8% | 61.7%-54.9pp | 72.0%-65.1pp | 67.7%-60.8pp |
| Annual return | 14.87% | 23.68%-8.8pp | 107.48%-92.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $251 | $3,191-92.1% | $4,995-95.0% | $4,300-94.2% |
| Admin fee / account holder | $0 | $5,785-100.0% | $9,418-100.0% | $6,925-100.0% |