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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 | $71,057-77.6% | $93,654-83.0% | $80,874-80.3% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 16.71% | 11.26%+5.5pp | 133.34%-116.6pp | 35.62%-18.9pp |
| Employer contribution / active EE | $597 | $1,564-61.8% | $2,421-75.4% | $2,756-78.3% |
| Participant deferral / active EE | $824 | $4,034-79.6% | $4,413-81.3% | $4,297-80.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $8,282-100.0% | $6,935-100.0% |