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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 | $4,820 | $72,177-93.3% | $115,037-95.8% | $59,632-91.9% |
| Participation rate | 42.7% | 72.6%-29.9pp | 81.4%-38.7pp | 68.7%-26.0pp |
| Annual return | -0.41% | 12.02%-12.4pp | 26.14%-26.6pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $495 | $2,841-82.6% | $4,608-89.3% | $2,203-77.5% |
| Participant deferral / active EE | $570 | $4,783-88.1% | $6,026-90.5% | $3,192-82.1% |
| Admin fee / account holder | $44 | $4,927-99.1% | $8,175-99.5% | $4,297-99.0% |