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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 | $19,118 | $82,032-76.7% | $123,106-84.5% | $59,632-67.9% |
| Participation rate | 31.3% | 83.2%-52.0pp | 86.8%-55.5pp | 68.7%-37.4pp |
| Annual return | -0.30% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.32%-2041.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $783 | $4,667-83.2% | $6,229-87.4% | $3,192-75.5% |
| Admin fee / account holder | $30 | $5,881-99.5% | $9,015-99.7% | $4,297-99.3% |