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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 | $9,254 | $88,707-89.6% | $74,184-87.5% | $273,972-96.6% |
| Participation rate | 43.8% | 79.4%-35.7pp | 76.6%-32.9pp | 83.0%-39.3pp |
| Annual return | 7.57% | 11.94%-4.4pp | 17.74%-10.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $609 | $3,159-80.7% | $2,370-74.3% | $4,869-87.5% |
| Participant deferral / active EE | $789 | $4,212-81.3% | $3,550-77.8% | $5,287-85.1% |
| Admin fee / account holder | $101 | $8,717-98.8% | $5,586-98.2% | $10,133-99.0% |