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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 | $6,156 | $72,177-91.5% | $115,038-94.6% | $59,633-89.7% |
| Participation rate | 34.0% | 72.6%-38.6pp | 81.4%-47.4pp | 68.7%-34.7pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $544 | $2,841-80.8% | $4,608-88.2% | $2,203-75.3% |
| Participant deferral / active EE | $589 | $4,783-87.7% | $6,026-90.2% | $3,192-81.5% |
| Admin fee / account holder | $68 | $4,927-98.6% | $8,175-99.2% | $4,297-98.4% |