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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 | $10,741 | $54,541-80.3% | $78,778-86.4% | $70,126-84.7% |
| Participation rate | 10.0% | 60.8%-50.8pp | 69.2%-59.2pp | 69.5%-59.5pp |
| Annual return | 25.58% | 21.07%+4.5pp | 35.62%-10.0pp | 73.15%-47.6pp |
| Employer contribution / active EE | $215 | $1,089-80.2% | $1,986-89.2% | $2,343-90.8% |
| Participant deferral / active EE | $833 | $2,210-62.3% | $2,958-71.9% | $3,332-75.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |