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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 | $7,957 | $81,331-90.2% | $155,534-94.9% | $80,935-90.2% |
| Participation rate | 23.1% | 66.3%-43.2pp | 78.2%-55.1pp | 67.7%-44.6pp |
| Annual return | 17.30% | 33.37%-16.1pp | 64.92%-47.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $554 | $3,105-82.2% | $4,675-88.1% | $2,757-79.9% |
| Participant deferral / active EE | $752 | $3,454-78.2% | $5,630-86.6% | $4,299-82.5% |
| Admin fee / account holder | $194 | $7,999-97.6% | $15,900-98.8% | $6,924-97.2% |