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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 | $8,634 | $48,078-82.0% | $78,676-89.0% | $62,881-86.3% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 6.28% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $287 | $2,015-85.8% | $2,850-89.9% | $2,281-87.4% |
| Participant deferral / active EE | $575 | $2,587-77.8% | $3,517-83.6% | $3,203-82.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |