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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 | $14,365 | $81,487-82.4% | $102,412-86.0% | $80,935-82.3% |
| Participation rate | 42.5% | 66.8%-24.4pp | 74.5%-32.0pp | 67.7%-25.2pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.94%-24.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,055 | $3,103-66.0% | $3,870-72.7% | $2,757-61.7% |
| Participant deferral / active EE | $1,499 | $3,871-61.3% | $5,060-70.4% | $4,299-65.1% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |