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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 | $11,301 | $65,034-82.6% | $90,970-87.6% | $79,856-85.8% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 14.64% | 30.45%-15.8pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $586 | $1,247-53.0% | $2,122-72.4% | $2,471-76.3% |
| Participant deferral / active EE | $861 | $2,512-65.7% | $3,373-74.5% | $3,741-77.0% |
| Admin fee / account holder | $94 | $4,536-97.9% | $5,961-98.4% | $5,306-98.2% |