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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 | $8,105 | $78,690-89.7% | $161,489-95.0% | $87,485-90.7% |
| Participation rate | 36.7% | 67.5%-30.8pp | 78.7%-42.0pp | 68.9%-32.3pp |
| Annual return | 40.78% | 32.74%+8.0pp | 89.72%-48.9pp | 26.06%+14.7pp |
| Employer contribution / active EE | $382 | $2,588-85.2% | $4,268-91.0% | $2,596-85.3% |
| Participant deferral / active EE | $553 | $3,311-83.3% | $5,630-90.2% | $4,274-87.0% |
| Admin fee / account holder | $119 | $6,724-98.2% | $16,006-99.3% | $7,775-98.5% |