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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 | $11,298 | $54,757-79.4% | $90,304-87.5% | $72,975-84.5% |
| Participation rate | 12.5% | 65.2%-52.7pp | 73.3%-60.8pp | 69.5%-57.0pp |
| Annual return | 32.96% | 30.63%+2.3pp | 78.13%-45.2pp | 81.01%-48.1pp |
| Employer contribution / active EE | $260 | $2,093-87.6% | $2,855-90.9% | $2,440-89.3% |
| Participant deferral / active EE | $543 | $2,887-81.2% | $3,885-86.0% | $3,608-84.9% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |