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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 | $8,558 | $71,197-88.0% | $93,669-90.9% | $80,925-89.4% |
| Participation rate | 30.6% | 60.4%-29.8pp | 68.7%-38.2pp | 67.7%-37.1pp |
| Annual return | 65.93% | 11.27%+54.7pp | 133.59%-67.7pp | 35.65%+30.3pp |
| Employer contribution / active EE | $443 | $1,565-71.7% | $2,424-81.7% | $2,756-83.9% |
| Participant deferral / active EE | $618 | $4,036-84.7% | $4,416-86.0% | $4,299-85.6% |
| Admin fee / account holder | $58 | $6,959-99.2% | $8,291-99.3% | $6,940-99.2% |