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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 | $9,224 | $88,707-89.6% | $74,184-87.6% | $273,972-96.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 13.91% | 11.94%+2.0pp | 17.74%-3.8pp | 41.46%-27.5pp |
| Employer contribution / active EE | $954 | $3,159-69.8% | $2,370-59.8% | $4,869-80.4% |
| Participant deferral / active EE | $1,209 | $4,212-71.3% | $3,550-65.9% | $5,287-77.1% |
| Admin fee / account holder | $27 | $8,717-99.7% | $5,586-99.5% | $10,133-99.7% |