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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 | $10,082 | $60,165-83.2% | $74,184-86.4% | $55,167-81.7% |
| Participation rate | 28.4% | 74.2%-45.7pp | 76.6%-48.2pp | 69.0%-40.5pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $660 | $1,600-58.7% | $2,370-72.2% | $1,963-66.4% |
| Participant deferral / active EE | $1,182 | $2,973-60.2% | $3,550-66.7% | $3,054-61.3% |
| Admin fee / account holder | $48 | $419-88.5% | $5,586-99.1% | $504-90.5% |