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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 | $9,063 | $78,690-88.5% | $161,489-94.4% | $87,485-89.6% |
| Participation rate | 40.0% | 67.5%-27.5pp | 78.7%-38.7pp | 68.9%-28.9pp |
| Annual return | 15.83% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $406 | $2,588-84.3% | $4,268-90.5% | $2,596-84.4% |
| Participant deferral / active EE | $857 | $3,311-74.1% | $5,630-84.8% | $4,274-79.9% |
| Admin fee / account holder | $155 | $6,724-97.7% | $16,006-99.0% | $7,775-98.0% |