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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 | $16,849 | $70,418-76.1% | $96,570-82.6% | $85,847-80.4% |
| Participation rate | 26.6% | 61.8%-35.2pp | 69.8%-43.2pp | 69.3%-42.7pp |
| Annual return | 14.13% | 18.59%-4.5pp | 37.79%-23.7pp | 318.61%-304.5pp |
| Employer contribution / active EE | $287 | $1,413-79.7% | $2,357-87.8% | $2,565-88.8% |
| Participant deferral / active EE | $730 | $2,894-74.8% | $3,849-81.0% | $3,952-81.5% |
| Admin fee / account holder | $297 | $4,995-94.1% | $6,182-95.2% | $6,261-95.3% |