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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 | $8,161 | $66,431-87.7% | $109,916-92.6% | $85,851-90.5% |
| Participation rate | 20.0% | 63.9%-43.9pp | 74.2%-54.2pp | 69.3%-49.3pp |
| Annual return | 13.26% | 19.59%-6.3pp | 29.46%-16.2pp | 318.63%-305.4pp |
| Employer contribution / active EE | $301 | $1,688-82.2% | $2,844-89.4% | $2,565-88.3% |
| Participant deferral / active EE | $438 | $2,844-84.6% | $4,047-89.2% | $3,952-88.9% |
| Admin fee / account holder | $163 | $4,559-96.4% | $6,069-97.3% | $6,261-97.4% |