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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 | $3,598 | $86,701-95.9% | $73,309-95.1% | $125,389-97.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 74.9%-19.9pp | 83.2%-28.2pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,016 | $4,152-75.5% | $3,237-68.6% | $4,866-79.1% |
| Participant deferral / active EE | $1,016 | $5,549-81.7% | $4,991-79.6% | $5,352-81.0% |
| Admin fee / account holder | $14 | $7,768-99.8% | $5,635-99.8% | $9,541-99.9% |