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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 | $16,487 | $65,704-74.9% | $94,229-82.5% | $59,633-72.4% |
| Participation rate | 37.0% | 72.1%-35.1pp | 78.8%-41.7pp | 68.7%-31.6pp |
| Annual return | -1.38% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $439 | $2,021-78.3% | $3,587-87.8% | $2,203-80.1% |
| Participant deferral / active EE | $736 | $3,143-76.6% | $4,320-83.0% | $3,192-76.9% |
| Admin fee / account holder | $145 | $4,265-96.6% | $6,269-97.7% | $4,297-96.6% |