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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 | $70,428-81.1% | $96,565-86.2% | $85,854-84.5% |
| Participation rate | 2.3% | 61.8%-59.5pp | 69.8%-67.5pp | 69.3%-67.0pp |
| Annual return | 28.07% | 18.59%+9.5pp | 37.78%-9.7pp | 318.56%-290.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $47 | $2,894-98.4% | $3,848-98.8% | $3,952-98.8% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |