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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 | $19,474 | $82,028-76.3% | $123,105-84.2% | $59,633-67.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 86.8%-53.4pp | 68.7%-35.3pp |
| Annual return | 0.20% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,704 | $3,297+12.4% | $5,151-28.1% | $2,203+68.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $170 | $5,879-97.1% | $9,014-98.1% | $4,297-96.0% |