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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 | $7,542 | $45,050-83.3% | $63,018-88.0% | $70,126-89.2% |
| Participation rate | 48.0% | 69.5%-21.5pp | 74.8%-26.8pp | 69.5%-21.5pp |
| Annual return | 18.29% | 18.76%-0.5pp | 87.62%-69.3pp | 73.15%-54.9pp |
| Employer contribution / active EE | $995 | $2,052-51.5% | $2,761-63.9% | $2,343-57.5% |
| Participant deferral / active EE | $481 | $2,466-80.5% | $3,330-85.5% | $3,332-85.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |