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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 | $4,439 | $72,273-93.9% | $101,275-95.6% | $79,856-94.4% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 35.03% | 22.30%+12.7pp | 46.48%-11.5pp | 31.71%+3.3pp |
| Employer contribution / active EE | $651 | $2,691-75.8% | $3,660-82.2% | $2,471-73.7% |
| Participant deferral / active EE | $677 | $3,282-79.4% | $4,371-84.5% | $3,741-81.9% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |