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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 | $6,289 | $72,486-91.3% | $87,103-92.8% | $72,976-91.4% |
| Participation rate | 30.6% | 72.8%-42.3pp | 76.9%-46.3pp | 69.5%-38.9pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $502 | $1,894-73.5% | $2,521-80.1% | $2,440-79.4% |
| Participant deferral / active EE | $1,311 | $3,270-59.9% | $4,049-67.6% | $3,608-63.7% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |