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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 | $4,866 | $58,587-91.7% | $83,322-94.2% | $64,173-92.4% |
| Participation rate | 63.6% | 72.0%-8.4pp | 77.8%-14.1pp | 69.6%-5.9pp |
| Annual return | 0.00% | 9.65%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $988 | $2,098-52.9% | $3,379-70.7% | $2,381-58.5% |
| Participant deferral / active EE | $1,538 | $4,654-67.0% | $5,565-72.4% | $3,470-55.7% |
| Admin fee / account holder | $6 | $9,279-99.9% | $7,540-99.9% | $4,887-99.9% |