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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 | $17,400 | $58,493-70.3% | $84,021-79.3% | $72,975-76.2% |
| Participation rate | 62.2% | 61.2%+0.9pp | 69.0%-6.9pp | 69.5%-7.3pp |
| Annual return | 21.60% | 28.93%-7.3pp | 71.32%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $845 | $1,163-27.4% | $1,984-57.4% | $2,440-65.4% |
| Participant deferral / active EE | $333 | $2,394-86.1% | $3,239-89.7% | $3,608-90.8% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |