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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 | $11,011 | $86,332-87.2% | $125,180-91.2% | $65,185-83.1% |
| Participation rate | 30.1% | 75.3%-45.2pp | 79.8%-49.7pp | 70.2%-40.1pp |
| Annual return | 33.41% | 27.43%+6.0pp | 43.79%-10.4pp | 29.38%+4.0pp |
| Employer contribution / active EE | $678 | $2,040-66.7% | $3,866-82.5% | $2,177-68.8% |
| Participant deferral / active EE | $841 | $3,537-76.2% | $4,937-83.0% | $3,514-76.1% |
| Admin fee / account holder | $0 | $609-100.0% | $9,703-100.0% | $847-100.0% |