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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 | $7,562 | $59,839-87.4% | $81,988-90.8% | $79,858-90.5% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.3%-35.9pp | 69.6%-36.3pp |
| Annual return | 32.28% | 17.56%+14.7pp | 41.31%-9.0pp | 31.72%+0.6pp |
| Employer contribution / active EE | $497 | $1,713-71.0% | $2,498-80.1% | $2,471-79.9% |
| Participant deferral / active EE | $673 | $2,695-75.0% | $3,722-81.9% | $3,740-82.0% |
| Admin fee / account holder | $20 | $4,287-99.5% | $5,665-99.7% | $5,306-99.6% |