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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 | $7,470 | $60,442-87.6% | $96,754-92.3% | $87,485-91.5% |
| Participation rate | 34.9% | 58.7%-23.8pp | 70.3%-35.4pp | 68.9%-34.0pp |
| Annual return | 17.81% | 21.97%-4.2pp | 82.04%-64.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $347 | $1,691-79.5% | $2,679-87.0% | $2,596-86.6% |
| Participant deferral / active EE | $635 | $3,280-80.6% | $4,758-86.7% | $4,274-85.1% |
| Admin fee / account holder | $123 | $5,069-97.6% | $8,905-98.6% | $7,775-98.4% |