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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 | $10,129 | $72,177-86.0% | $115,037-91.2% | $59,632-83.0% |
| Participation rate | 48.0% | 72.6%-24.6pp | 81.4%-33.4pp | 68.7%-20.7pp |
| Annual return | -0.19% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $924 | $2,841-67.5% | $4,608-79.9% | $2,203-58.0% |
| Participant deferral / active EE | $1,452 | $4,783-69.7% | $6,026-75.9% | $3,192-54.5% |
| Admin fee / account holder | $57 | $4,927-98.8% | $8,175-99.3% | $4,297-98.7% |