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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 | $9,145 | $52,884-82.7% | $84,753-89.2% | $55,167-83.4% |
| Participation rate | 13.6% | 67.5%-53.9pp | 76.6%-63.0pp | 69.0%-55.4pp |
| Annual return | 8.97% | 18.03%-9.1pp | 22.78%-13.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $473 | $2,644-82.1% | $3,712-87.3% | $3,054-84.5% |
| Admin fee / account holder | $295 | $581-49.2% | $5,333-94.5% | $504-41.4% |