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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 | $13,927 | $56,287-75.3% | $80,977-82.8% | $62,881-77.9% |
| Participation rate | 42.2% | 68.9%-26.7pp | 75.8%-33.6pp | 69.3%-27.1pp |
| Annual return | 7.56% | 22.13%-14.6pp | 17.11%-9.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $600 | $1,943-69.1% | $3,715-83.9% | $2,281-73.7% |
| Participant deferral / active EE | $389 | $4,196-90.7% | $5,696-93.2% | $3,203-87.9% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |