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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 | $8,371 | $77,814-89.2% | $158,223-94.7% | $86,983-90.4% |
| Participation rate | 32.1% | 68.4%-36.4pp | 79.2%-47.1pp | 69.5%-37.5pp |
| Annual return | 20.85% | 30.54%-9.7pp | 52.09%-31.2pp | 25.83%-5.0pp |
| Employer contribution / active EE | $272 | $2,592-89.5% | $4,109-93.4% | $2,584-89.5% |
| Participant deferral / active EE | $737 | $3,270-77.5% | $5,467-86.5% | $4,194-82.4% |
| Admin fee / account holder | $276 | $5,879-95.3% | $16,047-98.3% | $7,856-96.5% |