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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 | $18,807 | $48,364-61.1% | $71,796-73.8% | $62,881-70.1% |
| Participation rate | 18.9% | 60.6%-41.7pp | 69.1%-50.2pp | 69.3%-50.4pp |
| Annual return | 12.20% | 13.16%-1.0pp | 78.04%-65.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $553 | $1,042-46.9% | $1,924-71.3% | $2,281-75.7% |
| Participant deferral / active EE | $750 | $2,091-64.2% | $2,794-73.2% | $3,203-76.6% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |