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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 | $71,215-77.6% | $93,696-83.0% | $80,935-80.3% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 16.71% | 11.27%+5.4pp | 133.74%-117.0pp | 35.66%-19.0pp |
| Employer contribution / active EE | $597 | $1,565-61.9% | $2,422-75.4% | $2,757-78.4% |
| Participant deferral / active EE | $824 | $4,037-79.6% | $4,417-81.4% | $4,299-80.8% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |