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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 | $8,754 | $56,894-84.6% | $84,753-89.7% | $62,881-86.1% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 12.74% | 6.30%+6.4pp | 22.78%-10.0pp | 20.14%-7.4pp |
| Employer contribution / active EE | $627 | $2,400-73.9% | $3,574-82.5% | $2,281-72.5% |
| Participant deferral / active EE | $786 | $2,709-71.0% | $3,712-78.8% | $3,203-75.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |