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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 | $13,227 | $87,733-84.9% | $106,555-87.6% | $85,847-84.6% |
| Participation rate | 31.0% | 71.9%-40.9pp | 76.1%-45.1pp | 69.3%-38.3pp |
| Annual return | 14.80% | 21.86%-7.1pp | 26.80%-12.0pp | 318.61%-303.8pp |
| Employer contribution / active EE | $809 | $2,073-61.0% | $2,819-71.3% | $2,565-68.4% |
| Participant deferral / active EE | $1,340 | $3,469-61.4% | $4,399-69.5% | $3,952-66.1% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |