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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 | $8,742 | $56,894-84.6% | $84,753-89.7% | $62,881-86.1% |
| Participation rate | 34.3% | 68.5%-34.2pp | 76.6%-42.3pp | 69.3%-35.0pp |
| Annual return | 8.57% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $452 | $2,400-81.2% | $3,574-87.4% | $2,281-80.2% |
| Participant deferral / active EE | $906 | $2,709-66.6% | $3,712-75.6% | $3,203-71.7% |
| Admin fee / account holder | $287 | $3,581-92.0% | $5,333-94.6% | $4,296-93.3% |