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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 | $9,476 | $53,546-82.3% | $69,884-86.4% | $68,486-86.2% |
| Participation rate | 30.8% | 64.5%-33.8pp | 70.5%-39.7pp | 67.9%-37.1pp |
| Annual return | 3.74% | -13.87%+17.6pp | 190.81%-187.1pp | -7.85%+11.6pp |
| Employer contribution / active EE | $913 | $2,019-54.8% | $2,560-64.3% | $2,597-64.9% |
| Participant deferral / active EE | $974 | $2,957-67.0% | $3,848-74.7% | $4,028-75.8% |
| Admin fee / account holder | $18 | $4,693-99.6% | $6,266-99.7% | $5,404-99.7% |