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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 | $9,273 | $54,757-83.1% | $90,304-89.7% | $72,975-87.3% |
| Participation rate | 12.0% | 65.2%-53.2pp | 73.3%-61.3pp | 69.5%-57.5pp |
| Annual return | 113.02% | 30.63%+82.4pp | 78.13%+34.9pp | 81.01%+32.0pp |
| Employer contribution / active EE | $294 | $2,093-86.0% | $2,855-89.7% | $2,440-88.0% |
| Participant deferral / active EE | $348 | $2,887-88.0% | $3,885-91.1% | $3,608-90.4% |
| Admin fee / account holder | $23 | $3,973-99.4% | $5,354-99.6% | $5,124-99.6% |