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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 | $9,032 | $84,236-89.3% | $170,435-94.7% | $70,126-87.1% |
| Participation rate | 26.7% | 70.8%-44.2pp | 83.6%-56.9pp | 69.5%-42.9pp |
| Annual return | 21.41% | 23.06%-1.7pp | 205.94%-184.5pp | 73.15%-51.7pp |
| Employer contribution / active EE | $550 | $3,387-83.8% | $5,432-89.9% | $2,343-76.5% |
| Participant deferral / active EE | $419 | $3,086-86.4% | $4,939-91.5% | $3,332-87.4% |
| Admin fee / account holder | $31 | $5,698-99.5% | $13,881-99.8% | $4,645-99.3% |