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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 | $8,574 | $77,574-88.9% | $108,753-92.1% | $86,983-90.1% |
| Participation rate | 21.6% | 62.3%-40.7pp | 71.1%-49.5pp | 69.5%-47.9pp |
| Annual return | 23.07% | 18.42%+4.7pp | 37.47%-14.4pp | 25.83%-2.8pp |
| Employer contribution / active EE | $362 | $1,611-77.5% | $2,427-85.1% | $2,584-86.0% |
| Participant deferral / active EE | $410 | $3,128-86.9% | $4,115-90.0% | $4,194-90.2% |
| Admin fee / account holder | $21 | $6,529-99.7% | $10,320-99.8% | $7,856-99.7% |