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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 | $9,532 | $47,944-80.1% | $67,834-85.9% | $62,881-84.8% |
| Participation rate | 26.7% | 61.1%-34.4pp | 68.8%-42.1pp | 69.3%-42.6pp |
| Annual return | 9.69% | 11.77%-2.1pp | 138.47%-128.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $405 | $1,562-74.1% | $2,403-83.2% | $2,281-82.3% |
| Participant deferral / active EE | $760 | $2,247-66.2% | $3,160-75.9% | $3,203-76.3% |
| Admin fee / account holder | $85 | $3,712-97.7% | $4,622-98.2% | $4,296-98.0% |