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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 | $16,076 | $45,438-64.6% | $80,004-79.9% | $59,633-73.0% |
| Participation rate | 20.0% | 63.7%-43.7pp | 73.0%-53.0pp | 68.7%-48.7pp |
| Annual return | -0.87% | 5.10%-6.0pp | 7.63%-8.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $345 | $1,236-72.1% | $2,473-86.1% | $2,203-84.3% |
| Participant deferral / active EE | $473 | $2,231-78.8% | $3,204-85.2% | $3,192-85.2% |
| Admin fee / account holder | $199 | $3,464-94.3% | $5,033-96.0% | $4,297-95.4% |