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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 | $9,722 | $75,807-87.2% | $116,096-91.6% | $86,983-88.8% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 15.85% | 18.57%-2.7pp | 326.25%-310.4pp | 25.83%-10.0pp |
| Employer contribution / active EE | $238 | $1,892-87.4% | $2,503-90.5% | $2,584-90.8% |
| Participant deferral / active EE | $738 | $3,212-77.0% | $3,952-81.3% | $4,194-82.4% |
| Admin fee / account holder | $124 | $6,659-98.1% | $7,704-98.4% | $7,856-98.4% |