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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 | $7,389 | $44,425-83.4% | $67,834-89.1% | $55,167-86.6% |
| Participation rate | 19.4% | 59.7%-40.3pp | 68.8%-49.4pp | 69.0%-49.5pp |
| Annual return | 8.84% | 17.80%-9.0pp | 138.47%-129.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $388 | $1,351-71.3% | $2,403-83.9% | $1,963-80.2% |
| Participant deferral / active EE | $633 | $2,166-70.8% | $3,160-80.0% | $3,054-79.3% |
| Admin fee / account holder | $145 | $530-72.6% | $4,622-96.9% | $504-71.2% |