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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 | $23,355 | $232,540-90.0% | $185,117-87.4% | $147,585-84.2% |
| Participation rate | 18.2% | 82.4%-64.2pp | 77.3%-59.1pp | 82.8%-64.6pp |
| Annual return | 7.11% | 43.03%-35.9pp | 40.50%-33.4pp | 578.57%-571.5pp |
| Employer contribution / active EE | $402 | $5,195-92.3% | $4,182-90.4% | $4,876-91.8% |
| Participant deferral / active EE | $804 | $5,834-86.2% | $5,045-84.1% | $5,439-85.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |