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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 | $9,499 | $48,078-80.2% | $78,676-87.9% | $62,881-84.9% |
| Participation rate | 36.0% | 65.2%-29.2pp | 73.6%-37.6pp | 69.3%-33.3pp |
| Annual return | 11.65% | 31.36%-19.7pp | 62.19%-50.5pp | 20.14%-8.5pp |
| Employer contribution / active EE | $461 | $2,015-77.1% | $2,850-83.8% | $2,281-79.8% |
| Participant deferral / active EE | $604 | $2,587-76.7% | $3,517-82.8% | $3,203-81.1% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |