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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 | $9,921 | $51,708-80.8% | $106,619-90.7% | $62,881-84.2% |
| Participation rate | 45.5% | 66.9%-21.4pp | 78.0%-32.5pp | 69.3%-23.9pp |
| Annual return | 7.69% | 4.69%+3.0pp | 9.42%-1.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $507 | $1,764-71.3% | $3,947-87.2% | $2,281-77.8% |
| Participant deferral / active EE | $655 | $2,315-71.7% | $3,930-83.3% | $3,203-79.5% |
| Admin fee / account holder | $155 | $3,349-95.4% | $6,418-97.6% | $4,296-96.4% |