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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 | $5,546 | $48,337-88.5% | $67,560-91.8% | $80,959-93.1% |
| Participation rate | 7.6% | 66.4%-58.8pp | 72.9%-65.3pp | 67.7%-60.1pp |
| Annual return | 28.20% | 18.26%+9.9pp | 3533.50%-3505.3pp | 35.67%-7.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $296 | $2,928-89.9% | $4,004-92.6% | $4,300-93.1% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |