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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 | $6,761 | $76,551-91.2% | $123,894-94.5% | $62,881-89.2% |
| Participation rate | 36.1% | 73.0%-36.9pp | 81.4%-45.3pp | 69.3%-33.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $859 | $2,882-70.2% | $4,617-81.4% | $2,281-62.3% |
| Participant deferral / active EE | $1,787 | $4,840-63.1% | $5,984-70.1% | $3,203-44.2% |
| Admin fee / account holder | $75 | $4,826-98.4% | $8,357-99.1% | $4,296-98.3% |