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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 | $9,460 | $77,472-87.8% | $100,415-90.6% | $80,959-88.3% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.7%-17.7pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.47%-49.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,783 | $2,800-36.3% | $3,943-54.8% | $2,757-35.3% |
| Participant deferral / active EE | $2,723 | $6,818-60.1% | $8,091-66.3% | $4,300-36.7% |
| Admin fee / account holder | $15 | $5,885-99.8% | $7,906-99.8% | $6,925-99.8% |