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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 | $8,564 | $56,484-84.8% | $169,452-94.9% | $64,173-86.7% |
| Participation rate | 36.4% | 64.5%-28.2pp | 77.8%-41.4pp | 69.6%-33.2pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $471 | $1,832-74.3% | $4,157-88.7% | $2,381-80.2% |
| Participant deferral / active EE | $904 | $3,448-73.8% | $5,277-82.9% | $3,470-73.9% |
| Admin fee / account holder | $133 | $4,174-96.8% | $9,110-98.5% | $4,887-97.3% |