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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 | $6,323 | $61,605-89.7% | $112,273-94.4% | $75,173-91.6% |
| Participation rate | 13.2% | 61.7%-48.4pp | 72.4%-59.2pp | 67.2%-54.0pp |
| Annual return | 26.11% | 28.47%-2.4pp | 30.23%-4.1pp | 160.72%-134.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $402 | $3,108-87.1% | $4,800-91.6% | $4,126-90.3% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,752-100.0% | $5,651-100.0% |