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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 | $22,549 | $78,705-71.3% | $117,857-80.9% | $70,131-67.8% |
| Participation rate | 46.9% | 73.2%-26.3pp | 79.7%-32.8pp | 69.5%-22.7pp |
| Annual return | 16.12% | 23.30%-7.2pp | 335.09%-319.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $693 | $2,223-68.8% | $3,786-81.7% | $2,342-70.4% |
| Participant deferral / active EE | $837 | $3,297-74.6% | $4,482-81.3% | $3,332-74.9% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |