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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 | $10,746 | $71,873-85.0% | $86,698-87.6% | $68,490-84.3% |
| Participation rate | 29.3% | 72.2%-43.0pp | 76.6%-47.3pp | 67.9%-38.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $535 | $3,779-85.8% | $4,656-88.5% | $4,028-86.7% |
| Admin fee / account holder | $21 | $6,110-99.7% | $7,492-99.7% | $5,403-99.6% |