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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 | $10,576 | $96,558-89.0% | $80,977-86.9% | $273,972-96.1% |
| Participation rate | 64.7% | 79.1%-14.4pp | 75.8%-11.1pp | 83.0%-18.3pp |
| Annual return | 8.22% | 15.14%-6.9pp | 17.11%-8.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $925 | $4,869-81.0% | $3,715-75.1% | $4,869-81.0% |
| Participant deferral / active EE | $1,330 | $6,598-79.8% | $5,696-76.7% | $5,287-74.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |