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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 | $6,055 | $96,956-93.8% | $69,779-91.3% | $273,972-97.8% |
| Participation rate | 22.7% | 77.1%-54.3pp | 71.8%-49.1pp | 83.0%-60.3pp |
| Annual return | 9.55% | 12.93%-3.4pp | 12.99%-3.4pp | 41.46%-31.9pp |
| Employer contribution / active EE | $261 | $3,316-92.1% | $2,338-88.8% | $4,869-94.6% |
| Participant deferral / active EE | $277 | $3,744-92.6% | $2,931-90.5% | $5,287-94.8% |
| Admin fee / account holder | $39 | $7,934-99.5% | $4,381-99.1% | $10,133-99.6% |