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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 | $8,995 | $73,107-87.7% | $114,563-92.1% | $87,485-89.7% |
| Participation rate | 7.1% | 65.8%-58.6pp | 72.9%-65.8pp | 68.9%-61.8pp |
| Annual return | 20.96% | 19.47%+1.5pp | 241.09%-220.1pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $81 | $3,144-97.4% | $4,142-98.0% | $4,274-98.1% |
| Admin fee / account holder | $34 | $5,770-99.4% | $7,623-99.6% | $7,775-99.6% |