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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 | $9,694 | $45,152-78.5% | $73,836-86.9% | $59,633-83.7% |
| Participation rate | 48.4% | 64.0%-15.6pp | 73.4%-25.1pp | 68.7%-20.3pp |
| Annual return | 0.93% | 27.40%-26.5pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $295 | $1,901-84.5% | $2,787-89.4% | $2,203-86.6% |
| Participant deferral / active EE | $199 | $2,573-92.3% | $3,583-94.4% | $3,192-93.8% |
| Admin fee / account holder | $227 | $3,515-93.5% | $4,882-95.4% | $4,297-94.7% |