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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 | $8,189 | $49,025-83.3% | $87,502-90.6% | $62,881-87.0% |
| Participation rate | 31.3% | 64.9%-33.6pp | 73.8%-42.6pp | 69.3%-38.1pp |
| Annual return | 9.73% | 10.02%-0.3pp | 12.21%-2.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $279 | $1,372-79.6% | $2,550-89.0% | $2,281-87.8% |
| Participant deferral / active EE | $317 | $2,289-86.1% | $3,149-89.9% | $3,203-90.1% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |