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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 | $9,033 | $90,486-90.0% | $78,676-88.5% | $273,972-96.7% |
| Participation rate | 10.0% | 76.5%-66.5pp | 73.6%-63.6pp | 83.0%-73.0pp |
| Annual return | 8.43% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $25 | $3,175-99.2% | $2,850-99.1% | $4,869-99.5% |
| Participant deferral / active EE | $31 | $3,901-99.2% | $3,517-99.1% | $5,287-99.4% |
| Admin fee / account holder | $244 | $5,263-95.4% | $4,510-94.6% | $10,133-97.6% |