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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 | $15,664 | $54,541-71.3% | $78,778-80.1% | $70,126-77.7% |
| Participation rate | 34.4% | 60.8%-26.4pp | 69.2%-34.8pp | 69.5%-35.2pp |
| Annual return | 15.99% | 21.07%-5.1pp | 35.62%-19.6pp | 73.15%-57.2pp |
| Employer contribution / active EE | $345 | $1,089-68.3% | $1,986-82.6% | $2,343-85.3% |
| Participant deferral / active EE | $426 | $2,210-80.7% | $2,958-85.6% | $3,332-87.2% |
| Admin fee / account holder | $10 | $3,709-99.7% | $5,134-99.8% | $4,645-99.8% |