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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 | $13,339 | $70,430-81.1% | $96,572-86.2% | $85,851-84.5% |
| Participation rate | 2.3% | 61.8%-59.5pp | 69.8%-67.5pp | 69.3%-67.0pp |
| Annual return | 28.07% | 18.58%+9.5pp | 37.79%-9.7pp | 318.63%-290.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $47 | $2,894-98.4% | $3,850-98.8% | $3,952-98.8% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |