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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 | $9,269 | $53,583-82.7% | $114,563-91.9% | $64,340-85.6% |
| Participation rate | 12.8% | 47.4%-34.5pp | 72.9%-60.1pp | 55.2%-42.4pp |
| Annual return | 27.48% | 24.51%+3.0pp | 241.09%-213.6pp | 24.14%+3.3pp |
| Employer contribution / active EE | $252 | $1,087-76.9% | $2,592-90.3% | $1,862-86.5% |
| Participant deferral / active EE | $477 | $2,134-77.6% | $4,142-88.5% | $2,980-84.0% |
| Admin fee / account holder | $262 | $3,206-91.8% | $7,623-96.6% | $3,703-92.9% |