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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 | $18,656 | $87,733-78.7% | $106,555-82.5% | $85,847-78.3% |
| Participation rate | 22.7% | 71.9%-49.2pp | 76.1%-53.4pp | 69.3%-46.6pp |
| Annual return | 19.55% | 21.86%-2.3pp | 26.80%-7.3pp | 318.61%-299.1pp |
| Employer contribution / active EE | $533 | $2,073-74.3% | $2,819-81.1% | $2,565-79.2% |
| Participant deferral / active EE | $1,065 | $3,469-69.3% | $4,399-75.8% | $3,952-73.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |