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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 | $12,549 | $48,364-74.1% | $71,796-82.5% | $62,881-80.0% |
| Participation rate | 14.6% | 60.6%-46.0pp | 69.1%-54.5pp | 69.3%-54.7pp |
| Annual return | 18.16% | 13.16%+5.0pp | 78.04%-59.9pp | 20.14%-2.0pp |
| Employer contribution / active EE | $312 | $1,042-70.1% | $1,924-83.8% | $2,281-86.3% |
| Participant deferral / active EE | $533 | $2,091-74.5% | $2,794-80.9% | $3,203-83.4% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |