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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 | $17,536 | $52,884-66.8% | $84,753-79.3% | $55,167-68.2% |
| Participation rate | 16.3% | 67.5%-51.2pp | 76.6%-60.3pp | 69.0%-52.7pp |
| Annual return | 16.52% | 18.03%-1.5pp | 22.78%-6.3pp | 169.23%-152.7pp |
| Employer contribution / active EE | $526 | $2,233-76.5% | $3,574-85.3% | $1,963-73.2% |
| Participant deferral / active EE | $1,033 | $2,644-60.9% | $3,712-72.2% | $3,054-66.2% |
| Admin fee / account holder | $1 | $581-99.8% | $5,333-100.0% | $504-99.8% |