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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 | $8,578 | $54,541-84.3% | $78,778-89.1% | $70,126-87.8% |
| Participation rate | 34.1% | 60.8%-26.7pp | 69.2%-35.0pp | 69.5%-35.4pp |
| Annual return | 23.22% | 21.07%+2.1pp | 35.62%-12.4pp | 73.15%-49.9pp |
| Employer contribution / active EE | $480 | $1,089-55.9% | $1,986-75.8% | $2,343-79.5% |
| Participant deferral / active EE | $897 | $2,210-59.4% | $2,958-69.7% | $3,332-73.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |