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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 | $8,911 | $81,358-89.0% | $155,556-94.3% | $80,959-89.0% |
| Participation rate | 20.3% | 66.3%-45.9pp | 78.2%-57.9pp | 67.7%-47.3pp |
| Annual return | 16.60% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $388 | $3,106-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $621 | $3,455-82.0% | $5,631-89.0% | $4,300-85.6% |
| Admin fee / account holder | $159 | $7,994-98.0% | $15,885-99.0% | $6,925-97.7% |