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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 | $9,255 | $81,331-88.6% | $155,534-94.0% | $80,935-88.6% |
| Participation rate | 32.7% | 66.3%-33.5pp | 78.2%-45.5pp | 67.7%-34.9pp |
| Annual return | 17.18% | 33.37%-16.2pp | 64.92%-47.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $517 | $3,105-83.3% | $4,675-88.9% | $2,757-81.2% |
| Participant deferral / active EE | $769 | $3,454-77.7% | $5,630-86.3% | $4,299-82.1% |
| Admin fee / account holder | $98 | $7,999-98.8% | $15,900-99.4% | $6,924-98.6% |