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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 | $6,698 | $58,057-88.5% | $97,032-93.1% | $86,983-92.3% |
| Participation rate | 23.8% | 60.4%-36.6pp | 71.6%-47.8pp | 69.5%-45.8pp |
| Annual return | 0.00% | 22.26%-22.3pp | 35.38%-35.4pp | 25.83%-25.8pp |
| Employer contribution / active EE | $138 | $1,663-91.7% | $2,629-94.7% | $2,584-94.6% |
| Participant deferral / active EE | $281 | $3,244-91.3% | $4,672-94.0% | $4,194-93.3% |
| Admin fee / account holder | $19 | $4,839-99.6% | $9,418-99.8% | $7,856-99.8% |