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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 | $9,156 | $43,075-78.7% | $74,577-87.7% | $62,881-85.4% |
| Participation rate | 30.8% | 58.1%-27.3pp | 68.1%-37.3pp | 69.3%-38.5pp |
| Annual return | 14.20% | 17.50%-3.3pp | 20.47%-6.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $304 | $1,498-79.7% | $2,525-87.9% | $2,281-86.7% |
| Participant deferral / active EE | $372 | $2,389-84.4% | $3,458-89.2% | $3,203-88.4% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |