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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 | $10,703 | $69,383-84.6% | $101,275-89.4% | $73,497-85.4% |
| Participation rate | 46.3% | 68.4%-22.1pp | 75.8%-29.5pp | 70.7%-24.4pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $781 | $2,628-70.3% | $3,660-78.7% | $2,270-65.6% |
| Participant deferral / active EE | $1,112 | $3,301-66.3% | $4,371-74.6% | $3,740-70.3% |
| Admin fee / account holder | $154 | $704-78.1% | $5,948-97.4% | $513-69.9% |