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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 | $8,583 | $54,757-84.3% | $90,300-90.5% | $72,983-88.2% |
| Participation rate | 9.6% | 65.1%-55.5pp | 73.3%-63.7pp | 69.5%-59.9pp |
| Annual return | 88.66% | 30.63%+58.0pp | 78.11%+10.5pp | 81.01%+7.6pp |
| Employer contribution / active EE | $264 | $2,092-87.4% | $2,854-90.8% | $2,440-89.2% |
| Participant deferral / active EE | $568 | $2,887-80.3% | $3,884-85.4% | $3,608-84.3% |
| Admin fee / account holder | $116 | $3,972-97.1% | $5,353-97.8% | $5,124-97.7% |