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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 | $17,916 | $93,346-80.8% | $71,796-75.0% | $273,972-93.5% |
| Participation rate | 19.0% | 76.5%-57.5pp | 69.1%-50.1pp | 83.0%-64.0pp |
| Annual return | 21.02% | 130.39%-109.4pp | 78.04%-57.0pp | 41.46%-20.4pp |
| Employer contribution / active EE | $336 | $2,733-87.7% | $1,924-82.5% | $4,869-93.1% |
| Participant deferral / active EE | $394 | $3,475-88.7% | $2,794-85.9% | $5,287-92.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |