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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 | $12,194 | $56,894-78.6% | $84,753-85.6% | $62,881-80.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $494 | $2,400-79.4% | $3,574-86.2% | $2,281-78.3% |
| Participant deferral / active EE | $626 | $2,709-76.9% | $3,712-83.1% | $3,203-80.5% |
| Admin fee / account holder | $31 | $3,581-99.1% | $5,333-99.4% | $4,296-99.3% |