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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 | $10,715 | $52,279-79.5% | $89,435-88.0% | $79,856-86.6% |
| Participation rate | 23.3% | 57.5%-34.2pp | 68.0%-44.7pp | 69.6%-46.3pp |
| Annual return | 23.09% | 22.16%+0.9pp | 245.55%-222.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $234 | $1,572-85.1% | $2,587-90.9% | $2,471-90.5% |
| Participant deferral / active EE | $517 | $2,740-81.1% | $3,890-86.7% | $3,741-86.2% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |