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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 | $17,420 | $67,602-74.2% | $82,312-78.8% | $70,126-75.2% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.5pp |
| Annual return | 14.20% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $595 | $1,755-66.1% | $2,428-75.5% | $2,343-74.6% |
| Participant deferral / active EE | $993 | $2,987-66.8% | $3,706-73.2% | $3,332-70.2% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |