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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 | $5,293 | $48,078-89.0% | $78,676-93.3% | $62,881-91.6% |
| Participation rate | 34.6% | 65.2%-30.6pp | 73.6%-38.9pp | 69.3%-34.7pp |
| Annual return | 13.95% | 31.36%-17.4pp | 62.19%-48.2pp | 20.14%-6.2pp |
| Employer contribution / active EE | $542 | $2,015-73.1% | $2,850-81.0% | $2,281-76.3% |
| Participant deferral / active EE | $542 | $2,587-79.1% | $3,517-84.6% | $3,203-83.1% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |