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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 | $9,325 | $93,346-90.0% | $71,796-87.0% | $273,972-96.6% |
| Participation rate | 36.8% | 76.5%-39.7pp | 69.1%-32.3pp | 83.0%-46.2pp |
| Annual return | 12.88% | 130.39%-117.5pp | 78.04%-65.2pp | 41.46%-28.6pp |
| Employer contribution / active EE | $356 | $2,733-87.0% | $1,924-81.5% | $4,869-92.7% |
| Participant deferral / active EE | $717 | $3,475-79.4% | $2,794-74.3% | $5,287-86.4% |
| Admin fee / account holder | $113 | $6,571-98.3% | $4,815-97.7% | $10,133-98.9% |