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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 | $8,167 | $91,198-91.0% | $178,503-95.4% | $79,856-89.8% |
| Participation rate | 30.2% | 69.2%-39.0pp | 81.9%-51.7pp | 69.6%-39.5pp |
| Annual return | 21.70% | 24.20%-2.5pp | 151.12%-129.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $394 | $3,257-87.9% | $5,011-92.1% | $2,471-84.1% |
| Participant deferral / active EE | $728 | $3,237-77.5% | $5,202-86.0% | $3,741-80.5% |
| Admin fee / account holder | $257 | $6,748-96.2% | $13,987-98.2% | $5,306-95.2% |