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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 | $9,546 | $91,037-89.5% | $71,671-86.7% | $147,586-93.5% |
| Participation rate | 29.2% | 76.1%-47.0pp | 68.7%-39.6pp | 82.8%-53.7pp |
| Annual return | 29.56% | 20.48%+9.1pp | 20.65%+8.9pp | 578.59%-549.0pp |
| Employer contribution / active EE | $577 | $3,327-82.7% | $2,460-76.6% | $4,876-88.2% |
| Participant deferral / active EE | $1,002 | $4,498-77.7% | $3,438-70.9% | $5,439-81.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |