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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 | $5,002 | $72,269-93.1% | $101,271-95.1% | $79,852-93.7% |
| Participation rate | 36.7% | 68.5%-31.7pp | 75.8%-39.1pp | 69.6%-32.9pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $723 | $2,692-73.1% | $3,660-80.2% | $2,471-70.7% |
| Participant deferral / active EE | $915 | $3,282-72.1% | $4,371-79.1% | $3,740-75.5% |
| Admin fee / account holder | $156 | $4,401-96.5% | $5,948-97.4% | $5,306-97.1% |