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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 | $12,031 | $65,364-81.6% | $92,909-87.1% | $72,975-83.5% |
| Participation rate | 25.6% | 68.3%-42.7pp | 76.0%-50.4pp | 69.5%-43.9pp |
| Annual return | 23.81% | 42.11%-18.3pp | 109.44%-85.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $693 | $2,594-73.3% | $3,653-81.0% | $2,440-71.6% |
| Participant deferral / active EE | $1,181 | $3,128-62.3% | $4,238-72.1% | $3,608-67.3% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |