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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 | $9,584 | $44,425-78.4% | $67,834-85.9% | $55,167-82.6% |
| Participation rate | 26.2% | 59.7%-33.5pp | 68.8%-42.6pp | 69.0%-42.8pp |
| Annual return | 7.41% | 17.80%-10.4pp | 138.47%-131.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $236 | $1,351-82.6% | $2,403-90.2% | $1,963-88.0% |
| Participant deferral / active EE | $464 | $2,166-78.6% | $3,160-85.3% | $3,054-84.8% |
| Admin fee / account holder | $56 | $530-89.5% | $4,622-98.8% | $504-89.0% |