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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 | $9,166 | $84,236-89.1% | $170,435-94.6% | $70,126-86.9% |
| Participation rate | 27.6% | 70.8%-43.2pp | 83.6%-56.0pp | 69.5%-42.0pp |
| Annual return | 24.39% | 23.06%+1.3pp | 205.94%-181.5pp | 73.15%-48.8pp |
| Employer contribution / active EE | $585 | $3,387-82.7% | $5,432-89.2% | $2,343-75.0% |
| Participant deferral / active EE | $759 | $3,086-75.4% | $4,939-84.6% | $3,332-77.2% |
| Admin fee / account holder | $68 | $5,698-98.8% | $13,881-99.5% | $4,645-98.5% |