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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 | $12,005 | $53,128-77.4% | $86,582-86.1% | $70,126-82.9% |
| Participation rate | 19.2% | 65.3%-46.1pp | 73.5%-54.3pp | 69.5%-50.3pp |
| Annual return | 29.46% | 27.66%+1.8pp | 965.08%-935.6pp | 73.15%-43.7pp |
| Employer contribution / active EE | $480 | $2,068-76.8% | $2,839-83.1% | $2,343-79.5% |
| Participant deferral / active EE | $552 | $2,695-79.5% | $3,609-84.7% | $3,332-83.4% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |