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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 | $9,204 | $68,880-86.6% | $120,580-92.4% | $80,959-88.6% |
| Participation rate | 12.9% | 61.7%-48.8pp | 72.0%-59.1pp | 67.7%-54.8pp |
| Annual return | 16.49% | 23.68%-7.2pp | 107.48%-91.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $289 | $3,191-90.9% | $4,995-94.2% | $4,300-93.3% |
| Admin fee / account holder | $0 | $5,785-100.0% | $9,418-100.0% | $6,925-100.0% |