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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 | $8,081 | $48,364-83.3% | $71,796-88.7% | $62,881-87.1% |
| Participation rate | 11.8% | 60.6%-48.9pp | 69.1%-57.3pp | 69.3%-57.5pp |
| Annual return | 17.18% | 13.16%+4.0pp | 78.04%-60.9pp | 20.14%-3.0pp |
| Employer contribution / active EE | $259 | $1,042-75.1% | $1,924-86.5% | $2,281-88.6% |
| Participant deferral / active EE | $343 | $2,091-83.6% | $2,794-87.7% | $3,203-89.3% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |