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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 | $12,954 | $78,707-83.5% | $117,861-89.0% | $70,126-81.5% |
| Participation rate | 32.4% | 73.2%-40.8pp | 79.7%-47.2pp | 69.5%-37.1pp |
| Annual return | 22.68% | 23.30%-0.6pp | 335.11%-312.4pp | 73.15%-50.5pp |
| Employer contribution / active EE | $572 | $2,223-74.3% | $3,786-84.9% | $2,343-75.6% |
| Participant deferral / active EE | $896 | $3,297-72.8% | $4,482-80.0% | $3,332-73.1% |
| Admin fee / account holder | $17 | $5,066-99.7% | $8,021-99.8% | $4,645-99.6% |