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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 | $9,505 | $54,117-82.4% | $135,768-93.0% | $65,306-85.4% |
| Participation rate | 47.1% | 48.7%-1.6pp | 71.1%-24.0pp | 57.7%-10.6pp |
| Annual return | 15.32% | 21.76%-6.4pp | 526.10%-510.8pp | 21.94%-6.6pp |
| Employer contribution / active EE | $303 | $1,029-70.5% | $3,394-91.1% | $1,967-84.6% |
| Participant deferral / active EE | $643 | $2,395-73.2% | $3,977-83.8% | $2,959-78.3% |
| Admin fee / account holder | $266 | $4,541-94.1% | $7,048-96.2% | $3,480-92.4% |