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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 | $7,500 | $63,082-88.1% | $81,716-90.8% | $79,852-90.6% |
| Participation rate | 25.7% | 67.5%-41.8pp | 72.0%-46.3pp | 69.6%-43.9pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $674 | $1,795-62.5% | $4,310-84.4% | $2,471-72.7% |
| Participant deferral / active EE | $932 | $2,780-66.5% | $7,108-86.9% | $3,740-75.1% |
| Admin fee / account holder | $91 | $4,428-97.9% | $5,159-98.2% | $5,306-98.3% |