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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 | $12,785 | $48,078-73.4% | $78,676-83.7% | $62,881-79.7% |
| Participation rate | 23.9% | 65.2%-41.3pp | 73.6%-49.7pp | 69.3%-45.4pp |
| Annual return | 20.42% | 31.36%-10.9pp | 62.19%-41.8pp | 20.14%+0.3pp |
| Employer contribution / active EE | $580 | $2,015-71.2% | $2,850-79.6% | $2,281-74.6% |
| Participant deferral / active EE | $701 | $2,587-72.9% | $3,517-80.1% | $3,203-78.1% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |