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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 | $77,814-88.4% | $158,223-94.3% | $86,983-89.6% |
| Participation rate | 40.0% | 68.4%-28.4pp | 79.2%-39.2pp | 69.5%-29.5pp |
| Annual return | 15.83% | 30.54%-14.7pp | 52.09%-36.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $406 | $2,592-84.4% | $4,109-90.1% | $2,584-84.3% |
| Participant deferral / active EE | $857 | $3,270-73.8% | $5,467-84.3% | $4,194-79.6% |
| Admin fee / account holder | $155 | $5,879-97.4% | $16,047-99.0% | $7,856-98.0% |