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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 | $11,003 | $65,566-83.2% | $86,235-87.2% | $75,177-85.4% |
| Participation rate | 29.8% | 60.5%-30.7pp | 69.0%-39.2pp | 67.2%-37.4pp |
| Annual return | 16.23% | 46.07%-29.8pp | 1170.03%-1153.8pp | 160.75%-144.5pp |
| Employer contribution / active EE | $447 | $1,553-71.2% | $2,381-81.2% | $2,671-83.2% |
| Participant deferral / active EE | $889 | $3,023-70.6% | $3,987-77.7% | $4,126-78.5% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |