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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 | $16,662 | $62,166-73.2% | $81,286-79.5% | $74,429-77.6% |
| Participation rate | 23.3% | 64.1%-40.8pp | 69.5%-46.3pp | 67.2%-44.0pp |
| Annual return | 19.15% | 16.50%+2.7pp | 24.80%-5.6pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $563 | $1,881-70.0% | $2,463-77.1% | $2,625-78.5% |
| Participant deferral / active EE | $992 | $3,223-69.2% | $3,883-74.5% | $4,348-77.2% |
| Admin fee / account holder | $283 | $1,925-85.3% | $5,764-95.1% | $1,944-85.4% |