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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 | $8,071 | $96,558-91.6% | $80,977-90.0% | $273,972-97.1% |
| Participation rate | 37.5% | 79.1%-41.6pp | 75.8%-38.3pp | 83.0%-45.5pp |
| Annual return | 10.61% | 15.14%-4.5pp | 17.11%-6.5pp | 41.46%-30.8pp |
| Employer contribution / active EE | $737 | $4,869-84.9% | $3,715-80.2% | $4,869-84.9% |
| Participant deferral / active EE | $737 | $6,598-88.8% | $5,696-87.1% | $5,287-86.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |