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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 | $8,206 | $51,184-84.0% | $66,439-87.6% | $86,983-90.6% |
| Participation rate | 59.0% | 68.5%-9.5pp | 74.5%-15.5pp | 69.5%-10.6pp |
| Annual return | 21.86% | 17.07%+4.8pp | 757.66%-735.8pp | 25.83%-4.0pp |
| Employer contribution / active EE | $597 | $2,023-70.5% | $2,637-77.4% | $2,584-76.9% |
| Participant deferral / active EE | $840 | $2,927-71.3% | $3,876-78.3% | $4,194-80.0% |
| Admin fee / account holder | $80 | $4,154-98.1% | $6,173-98.7% | $7,856-99.0% |