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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 | $10,316 | $45,082-77.1% | $69,464-85.1% | $72,975-85.9% |
| Participation rate | 10.5% | 68.5%-58.0pp | 74.6%-64.1pp | 69.5%-59.0pp |
| Annual return | 27.78% | 22.66%+5.1pp | 28.98%-1.2pp | 81.01%-53.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $330 | $2,604-87.3% | $3,536-90.7% | $3,608-90.8% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |