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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 | $9,610 | $106,267-91.0% | $96,520-90.0% | $139,456-93.1% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.3%-30.6pp | 80.3%-36.6pp |
| Annual return | 32.49% | 38.45%-6.0pp | 35.72%-3.2pp | 373.45%-341.0pp |
| Employer contribution / active EE | $834 | $4,105-79.7% | $3,739-77.7% | $4,753-82.4% |
| Participant deferral / active EE | $1,340 | $5,454-75.4% | $4,879-72.5% | $6,711-80.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |