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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 | $9,215 | $77,449-88.1% | $69,483-86.7% | $152,909-94.0% |
| Participation rate | 39.1% | 78.1%-39.0pp | 74.6%-35.5pp | 82.5%-43.3pp |
| Annual return | 14.24% | 39.09%-24.9pp | 28.99%-14.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $501 | $3,316-84.9% | $2,780-82.0% | $4,764-89.5% |
| Participant deferral / active EE | $708 | $4,415-84.0% | $3,537-80.0% | $5,851-87.9% |
| Admin fee / account holder | $112 | $6,210-98.2% | $3,841-97.1% | $11,601-99.0% |