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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 | $22,874 | $65,704-65.2% | $94,229-75.7% | $59,633-61.6% |
| Participation rate | 29.8% | 72.1%-42.3pp | 78.8%-49.0pp | 68.7%-38.9pp |
| Annual return | 0.77% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $591 | $3,143-81.2% | $4,320-86.3% | $3,192-81.5% |
| Admin fee / account holder | $18 | $4,265-99.6% | $6,269-99.7% | $4,297-99.6% |