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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 | $16,182 | $51,708-68.7% | $106,619-84.8% | $62,881-74.3% |
| Participation rate | 43.9% | 66.9%-23.0pp | 78.0%-34.1pp | 69.3%-25.4pp |
| Annual return | 6.67% | 4.69%+2.0pp | 9.42%-2.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $593 | $1,764-66.4% | $3,947-85.0% | $2,281-74.0% |
| Participant deferral / active EE | $795 | $2,315-65.7% | $3,930-79.8% | $3,203-75.2% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |