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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 | $16,662 | $88,707-81.2% | $74,184-77.5% | $273,972-93.9% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.6%-38.2pp | 83.0%-44.6pp |
| Annual return | 6.83% | 11.94%-5.1pp | 17.74%-10.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $668 | $3,159-78.8% | $2,370-71.8% | $4,869-86.3% |
| Participant deferral / active EE | $984 | $4,212-76.6% | $3,550-72.3% | $5,287-81.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |