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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 | $9,473 | $63,773-85.1% | $81,286-88.3% | $80,925-88.3% |
| Participation rate | 31.3% | 63.9%-32.7pp | 69.5%-38.3pp | 67.7%-36.4pp |
| Annual return | 15.30% | 16.37%-1.1pp | 24.80%-9.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $538 | $1,979-72.8% | $2,463-78.2% | $2,756-80.5% |
| Participant deferral / active EE | $782 | $3,093-74.7% | $3,883-79.9% | $4,299-81.8% |
| Admin fee / account holder | $206 | $5,682-96.4% | $5,764-96.4% | $6,940-97.0% |