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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 | $39,249 | $224,372-82.5% | $219,333-82.1% | $222,458-82.4% |
| Participation rate | 50.0% | 47.3%+2.7pp | 42.3%+7.7pp | 48.7%+1.3pp |
| Annual return | 0.00% | -2.14%+2.1pp | -2.01%+2.0pp | -2.16%+2.2pp |
| Employer contribution / active EE | $20,000 | $37,296-46.4% | $34,453-41.9% | $42,949-53.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $215 | $5,081-95.8% | $5,362-96.0% | $12,572-98.3% |