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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 | $5,370 | $59,191-90.9% | $76,767-93.0% | $56,289-90.5% |
| Participation rate | 59.7% | 75.2%-15.5pp | 77.0%-17.3pp | 69.9%-10.2pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $507 | $1,759-71.2% | $2,485-79.6% | $2,111-76.0% |
| Participant deferral / active EE | $686 | $3,255-78.9% | $3,852-82.2% | $3,350-79.5% |
| Admin fee / account holder | $99 | $489-79.8% | $6,675-98.5% | $521-81.0% |