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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 | $18,047 | $57,828-68.8% | $117,039-84.6% | $70,126-74.3% |
| Participation rate | 13.5% | 67.1%-53.6pp | 77.2%-63.7pp | 69.5%-56.1pp |
| Annual return | 27.87% | 17.55%+10.3pp | 18.95%+8.9pp | 73.15%-45.3pp |
| Employer contribution / active EE | $767 | $1,816-57.8% | $3,785-79.7% | $2,343-67.3% |
| Participant deferral / active EE | $612 | $2,438-74.9% | $3,929-84.4% | $3,332-81.6% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |