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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 | $8,587 | $58,099-85.2% | $76,902-88.8% | $75,177-88.6% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.6%-49.6pp | 67.2%-47.2pp |
| Annual return | 36.44% | 26.71%+9.7pp | 37.91%-1.5pp | 160.75%-124.3pp |
| Employer contribution / active EE | $513 | $1,996-74.3% | $2,534-79.8% | $2,671-80.8% |
| Participant deferral / active EE | $602 | $2,999-79.9% | $3,833-84.3% | $4,126-85.4% |
| Admin fee / account holder | $19 | $4,778-99.6% | $5,479-99.6% | $5,651-99.7% |