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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 | $3,721 | $50,554-92.6% | $67,681-94.5% | $87,485-95.7% |
| Participation rate | 21.5% | 67.7%-46.2pp | 73.7%-52.2pp | 68.9%-47.4pp |
| Annual return | 27.95% | 17.81%+10.1pp | 590.58%-562.6pp | 26.06%+1.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $356 | $2,961-88.0% | $3,976-91.0% | $4,274-91.7% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |