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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 | $9,733 | $52,580-81.5% | $71,671-86.4% | $70,126-86.1% |
| Participation rate | 30.5% | 60.9%-30.4pp | 68.7%-38.2pp | 69.5%-39.0pp |
| Annual return | 54.10% | 20.25%+33.8pp | 20.65%+33.5pp | 73.15%-19.0pp |
| Employer contribution / active EE | $533 | $1,616-67.0% | $2,460-78.3% | $2,343-77.2% |
| Participant deferral / active EE | $746 | $2,386-68.7% | $3,438-78.3% | $3,332-77.6% |
| Admin fee / account holder | $149 | $3,653-95.9% | $5,558-97.3% | $4,645-96.8% |