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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 | $20,431 | $86,940-76.5% | $102,434-80.1% | $80,935-74.8% |
| Participation rate | 10.4% | 72.4%-62.0pp | 76.5%-66.1pp | 67.7%-57.2pp |
| Annual return | 25.22% | 18.89%+6.3pp | 29.46%-4.2pp | 35.66%-10.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $869 | $4,121-78.9% | $5,055-82.8% | $4,299-79.8% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |