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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 | $12,224 | $76,551-84.0% | $123,894-90.1% | $62,881-80.6% |
| Participation rate | 26.4% | 73.0%-46.5pp | 81.4%-55.0pp | 69.3%-42.9pp |
| Annual return | 73.76% | 18.68%+55.1pp | 47.52%+26.2pp | 20.14%+53.6pp |
| Employer contribution / active EE | $605 | $2,882-79.0% | $4,617-86.9% | $2,281-73.5% |
| Participant deferral / active EE | $1,731 | $4,840-64.2% | $5,984-71.1% | $3,203-45.9% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |