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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 | $9,196 | $71,230-87.1% | $93,727-90.2% | $80,959-88.6% |
| Participation rate | 23.0% | 60.4%-37.4pp | 68.7%-45.8pp | 67.7%-44.7pp |
| Annual return | 14.84% | 11.26%+3.6pp | 133.83%-119.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $406 | $1,565-74.0% | $2,421-83.2% | $2,757-85.3% |
| Participant deferral / active EE | $638 | $4,037-84.2% | $4,417-85.5% | $4,300-85.2% |
| Admin fee / account holder | $71 | $6,961-99.0% | $8,292-99.1% | $6,925-99.0% |