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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 | $15,940 | $71,197-77.6% | $93,669-83.0% | $80,925-80.3% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 16.71% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-18.9pp |
| Employer contribution / active EE | $597 | $1,565-61.9% | $2,424-75.4% | $2,756-78.4% |
| Participant deferral / active EE | $824 | $4,036-79.6% | $4,416-81.3% | $4,299-80.8% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |