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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 | $4,936 | $59,123-91.7% | $77,183-93.6% | $75,181-93.4% |
| Participation rate | 9.4% | 63.9%-54.5pp | 69.6%-60.2pp | 67.2%-57.8pp |
| Annual return | 29.33% | 26.72%+2.6pp | 37.89%-8.6pp | 160.69%-131.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $285 | $2,999-90.5% | $3,833-92.6% | $4,126-93.1% |
| Admin fee / account holder | $0 | $4,776-100.0% | $5,475-100.0% | $5,650-100.0% |