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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 | $14,274 | $88,707-83.9% | $74,184-80.8% | $273,972-94.8% |
| Participation rate | 22.2% | 79.4%-57.2pp | 76.6%-54.4pp | 83.0%-60.8pp |
| Annual return | 8.94% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $581 | $3,159-81.6% | $2,370-75.5% | $4,869-88.1% |
| Participant deferral / active EE | $683 | $4,212-83.8% | $3,550-80.8% | $5,287-87.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |