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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 | $10,958 | $71,197-84.6% | $93,669-88.3% | $80,925-86.5% |
| Participation rate | 17.6% | 60.4%-42.7pp | 68.7%-51.1pp | 67.7%-50.0pp |
| Annual return | 13.24% | 11.27%+2.0pp | 133.59%-120.3pp | 35.65%-22.4pp |
| Employer contribution / active EE | $371 | $1,565-76.3% | $2,424-84.7% | $2,756-86.5% |
| Participant deferral / active EE | $833 | $4,036-79.4% | $4,416-81.1% | $4,299-80.6% |
| Admin fee / account holder | $49 | $6,959-99.3% | $8,291-99.4% | $6,940-99.3% |