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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 | $9,159 | $48,078-80.9% | $78,676-88.4% | $62,881-85.4% |
| Participation rate | 10.0% | 65.2%-55.2pp | 73.6%-63.6pp | 69.3%-59.3pp |
| Annual return | 33.62% | 31.36%+2.3pp | 62.19%-28.6pp | 20.14%+13.5pp |
| Employer contribution / active EE | $267 | $2,015-86.7% | $2,850-90.6% | $2,281-88.3% |
| Participant deferral / active EE | $502 | $2,587-80.6% | $3,517-85.7% | $3,203-84.3% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |