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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 | $3,688 | $43,075-91.4% | $74,577-95.1% | $62,881-94.1% |
| Participation rate | 67.3% | 58.1%+9.2pp | 68.1%-0.8pp | 69.3%-2.0pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,543 | $1,498+69.8% | $2,525+0.7% | $2,281+11.5% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $21 | $2,840-99.3% | $4,138-99.5% | $4,296-99.5% |