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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 | $14,054 | $53,128-73.5% | $86,582-83.8% | $70,126-80.0% |
| Participation rate | 17.9% | 65.3%-47.4pp | 73.5%-55.7pp | 69.5%-51.7pp |
| Annual return | 29.24% | 27.66%+1.6pp | 965.08%-935.8pp | 73.15%-43.9pp |
| Employer contribution / active EE | $471 | $2,068-77.2% | $2,839-83.4% | $2,343-79.9% |
| Participant deferral / active EE | $770 | $2,695-71.4% | $3,609-78.7% | $3,332-76.9% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |