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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 | $50,554-83.8% | $67,681-87.9% | $87,485-90.6% |
| Participation rate | 59.0% | 67.7%-8.7pp | 73.7%-14.8pp | 68.9%-10.0pp |
| Annual return | 21.86% | 17.81%+4.0pp | 590.58%-568.7pp | 26.06%-4.2pp |
| Employer contribution / active EE | $597 | $1,988-70.0% | $2,678-77.7% | $2,596-77.0% |
| Participant deferral / active EE | $840 | $2,961-71.6% | $3,976-78.9% | $4,274-80.3% |
| Admin fee / account holder | $80 | $4,132-98.1% | $6,100-98.7% | $7,775-99.0% |