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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 | $10,521 | $45,079-76.7% | $69,461-84.9% | $72,983-85.6% |
| Participation rate | 46.2% | 68.5%-22.3pp | 74.6%-28.5pp | 69.5%-23.3pp |
| Annual return | 16.53% | 22.65%-6.1pp | 28.97%-12.4pp | 81.01%-64.5pp |
| Employer contribution / active EE | $566 | $2,055-72.5% | $2,779-79.6% | $2,440-76.8% |
| Participant deferral / active EE | $779 | $2,603-70.1% | $3,536-78.0% | $3,608-78.4% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |