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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 | $9,382 | $77,905-88.0% | $149,682-93.7% | $75,173-87.5% |
| Participation rate | 20.3% | 65.6%-45.3pp | 78.8%-58.5pp | 67.2%-46.9pp |
| Annual return | 16.39% | 31.72%-15.3pp | 134.35%-118.0pp | 160.65%-144.3pp |
| Employer contribution / active EE | $453 | $3,138-85.6% | $4,818-90.6% | $2,670-83.1% |
| Participant deferral / active EE | $633 | $3,411-81.4% | $5,681-88.9% | $4,126-84.7% |
| Admin fee / account holder | $120 | $5,957-98.0% | $13,210-99.1% | $5,651-97.9% |