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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 | $12,984 | $59,839-78.3% | $81,988-84.2% | $79,858-83.7% |
| Participation rate | 22.6% | 61.6%-39.0pp | 69.3%-46.7pp | 69.6%-47.1pp |
| Annual return | 37.60% | 17.56%+20.0pp | 41.31%-3.7pp | 31.72%+5.9pp |
| Employer contribution / active EE | $503 | $1,713-70.6% | $2,498-79.9% | $2,471-79.6% |
| Participant deferral / active EE | $870 | $2,695-67.7% | $3,722-76.6% | $3,740-76.7% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |