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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 | $13,492 | $62,672-78.5% | $185,117-92.7% | $70,126-80.8% |
| Participation rate | 24.4% | 63.8%-39.3pp | 77.3%-52.8pp | 69.5%-45.1pp |
| Annual return | 20.97% | 40.79%-19.8pp | 40.50%-19.5pp | 73.15%-52.2pp |
| Employer contribution / active EE | $408 | $1,753-76.8% | $4,182-90.3% | $2,343-82.6% |
| Participant deferral / active EE | $526 | $3,272-83.9% | $5,045-89.6% | $3,332-84.2% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |