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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 | $11,279 | $78,707-85.7% | $117,861-90.4% | $70,126-83.9% |
| Participation rate | 42.9% | 73.2%-30.3pp | 79.7%-36.8pp | 69.5%-26.7pp |
| Annual return | 19.28% | 23.30%-4.0pp | 335.11%-315.8pp | 73.15%-53.9pp |
| Employer contribution / active EE | $880 | $2,223-60.4% | $3,786-76.8% | $2,343-62.4% |
| Participant deferral / active EE | $1,469 | $3,297-55.4% | $4,482-67.2% | $3,332-55.9% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |