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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 | $8,528 | $49,177-82.7% | $79,467-89.3% | $64,173-86.7% |
| Participation rate | 68.6% | 65.0%+3.6pp | 73.3%-4.7pp | 69.6%-0.9pp |
| Annual return | 9.97% | -1.16%+11.1pp | 718.30%-708.3pp | 7.63%+2.3pp |
| Employer contribution / active EE | $258 | $2,076-87.6% | $2,800-90.8% | $2,381-89.2% |
| Participant deferral / active EE | $534 | $2,821-81.1% | $3,704-85.6% | $3,470-84.6% |
| Admin fee / account holder | $141 | $3,839-96.3% | $5,104-97.2% | $4,887-97.1% |