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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 | $9,799 | $54,757-82.1% | $90,304-89.1% | $72,975-86.6% |
| Participation rate | 41.4% | 65.2%-23.8pp | 73.3%-31.9pp | 69.5%-28.1pp |
| Annual return | 24.11% | 30.63%-6.5pp | 78.13%-54.0pp | 81.01%-56.9pp |
| Employer contribution / active EE | $397 | $2,093-81.0% | $2,855-86.1% | $2,440-83.7% |
| Participant deferral / active EE | $457 | $2,887-84.2% | $3,885-88.2% | $3,608-87.3% |
| Admin fee / account holder | $124 | $3,973-96.9% | $5,354-97.7% | $5,124-97.6% |