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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 | $9,185 | $106,280-91.4% | $96,538-90.5% | $139,487-93.4% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 21.84% | 38.48%-16.6pp | 35.74%-13.9pp | 373.84%-352.0pp |
| Employer contribution / active EE | $904 | $4,107-78.0% | $3,740-75.8% | $4,755-81.0% |
| Participant deferral / active EE | $950 | $5,457-82.6% | $4,880-80.5% | $6,713-85.8% |
| Admin fee / account holder | $12 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |