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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 | $9,735 | $90,486-89.2% | $78,676-87.6% | $273,972-96.4% |
| Participation rate | 12.5% | 76.5%-64.0pp | 73.6%-61.1pp | 83.0%-70.5pp |
| Annual return | 7.16% | 75.62%-68.5pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $240 | $3,901-93.9% | $3,517-93.2% | $5,287-95.5% |
| Admin fee / account holder | $63 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |