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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 | $8,047 | $57,057-85.9% | $85,009-90.5% | $80,874-90.0% |
| Participation rate | 31.9% | 56.4%-24.4pp | 67.5%-35.6pp | 67.6%-35.7pp |
| Annual return | 14.74% | 21.66%-6.9pp | 66.47%-51.7pp | 35.62%-20.9pp |
| Employer contribution / active EE | $818 | $1,799-54.5% | $2,728-70.0% | $2,756-70.3% |
| Participant deferral / active EE | $549 | $3,112-82.4% | $4,522-87.9% | $4,297-87.2% |
| Admin fee / account holder | $28 | $4,986-99.4% | $6,153-99.5% | $6,935-99.6% |