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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 | $12,016 | $70,002-82.8% | $115,038-89.6% | $52,331-77.0% |
| Participation rate | 37.2% | 72.1%-34.9pp | 81.4%-44.2pp | 68.1%-30.9pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,016 | $2,715-62.6% | $4,608-77.9% | $1,882-46.0% |
| Participant deferral / active EE | $1,849 | $4,920-62.4% | $6,026-69.3% | $3,022-38.8% |
| Admin fee / account holder | $70 | $566-87.6% | $8,175-99.1% | $592-88.1% |