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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 | $17,276 | $106,905-83.8% | $84,020-79.4% | $152,885-88.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 24.15% | 105.00%-80.8pp | 71.31%-47.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $560 | $2,735-79.5% | $1,984-71.8% | $4,763-88.2% |
| Participant deferral / active EE | $700 | $4,012-82.6% | $3,239-78.4% | $5,851-88.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |