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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 | $8,418 | $56,894-85.2% | $84,753-90.1% | $62,881-86.6% |
| Participation rate | 21.7% | 68.5%-46.8pp | 76.6%-54.9pp | 69.3%-47.6pp |
| Annual return | 77.89% | 6.30%+71.6pp | 22.78%+55.1pp | 20.14%+57.7pp |
| Employer contribution / active EE | $516 | $2,400-78.5% | $3,574-85.6% | $2,281-77.4% |
| Participant deferral / active EE | $569 | $2,709-79.0% | $3,712-84.7% | $3,203-82.2% |
| Admin fee / account holder | $161 | $3,581-95.5% | $5,333-97.0% | $4,296-96.3% |