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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 | $8,359 | $78,705-89.4% | $117,860-92.9% | $70,124-88.1% |
| Participation rate | 59.3% | 73.2%-13.9pp | 79.7%-20.4pp | 69.5%-10.3pp |
| Annual return | 21.32% | 23.30%-2.0pp | 335.10%-313.8pp | 73.14%-51.8pp |
| Employer contribution / active EE | $568 | $2,223-74.4% | $3,786-85.0% | $2,342-75.7% |
| Participant deferral / active EE | $888 | $3,297-73.1% | $4,482-80.2% | $3,332-73.3% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |