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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 | $7,180 | $79,955-91.0% | $98,450-92.7% | $75,181-90.4% |
| Participation rate | 11.6% | 70.4%-58.7pp | 75.2%-63.5pp | 67.2%-55.6pp |
| Annual return | 29.56% | 19.75%+9.8pp | 21.16%+8.4pp | 160.69%-131.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $818 | $3,752-78.2% | $4,739-82.7% | $4,126-80.2% |
| Admin fee / account holder | $82 | $6,841-98.8% | $8,961-99.1% | $5,650-98.5% |