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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 | $9,373 | $54,541-82.8% | $78,778-88.1% | $70,126-86.6% |
| Participation rate | 38.3% | 60.8%-22.5pp | 69.2%-30.9pp | 69.5%-31.2pp |
| Annual return | 22.53% | 21.07%+1.5pp | 35.62%-13.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $303 | $1,089-72.1% | $1,986-84.7% | $2,343-87.1% |
| Participant deferral / active EE | $330 | $2,210-85.1% | $2,958-88.9% | $3,332-90.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |