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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 | $15,371 | $81,208-81.1% | $98,920-84.5% | $79,852-80.8% |
| Participation rate | 38.5% | 72.5%-34.0pp | 76.0%-37.6pp | 69.6%-31.2pp |
| Annual return | 12.56% | 60.99%-48.4pp | 196.47%-183.9pp | 31.72%-19.2pp |
| Employer contribution / active EE | $626 | $1,960-68.1% | $2,689-76.7% | $2,471-74.7% |
| Participant deferral / active EE | $283 | $3,265-91.3% | $4,245-93.3% | $3,740-92.4% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |