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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 | $11,254 | $68,878-83.7% | $120,574-90.7% | $80,935-86.1% |
| Participation rate | 39.3% | 61.7%-22.4pp | 71.9%-32.7pp | 67.7%-28.4pp |
| Annual return | 12.65% | 23.67%-11.0pp | 107.42%-94.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $614 | $2,065-70.3% | $3,471-82.3% | $2,757-77.7% |
| Participant deferral / active EE | $656 | $3,189-79.4% | $4,996-86.9% | $4,299-84.7% |
| Admin fee / account holder | $75 | $5,782-98.7% | $9,445-99.2% | $6,924-98.9% |