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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 | $10,655 | $65,034-83.6% | $90,970-88.3% | $79,856-86.7% |
| Participation rate | 30.6% | 61.6%-31.1pp | 69.0%-38.5pp | 69.6%-39.1pp |
| Annual return | 27.10% | 30.45%-3.3pp | 134.60%-107.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $696 | $1,247-44.2% | $2,122-67.2% | $2,471-71.8% |
| Participant deferral / active EE | $947 | $2,512-62.3% | $3,373-71.9% | $3,741-74.7% |
| Admin fee / account holder | $28 | $4,536-99.4% | $5,961-99.5% | $5,306-99.5% |