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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 | $11,971 | $82,028-85.4% | $123,105-90.3% | $59,633-79.9% |
| Participation rate | 56.0% | 83.2%-27.2pp | 86.8%-30.8pp | 68.7%-12.7pp |
| Annual return | -0.75% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,338 | $3,297-59.4% | $5,151-74.0% | $2,203-39.2% |
| Participant deferral / active EE | $1,914 | $4,667-59.0% | $6,229-69.3% | $3,192-40.0% |
| Admin fee / account holder | $82 | $5,879-98.6% | $9,014-99.1% | $4,297-98.1% |