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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 | $10,440 | $99,345-89.5% | $84,753-87.7% | $273,972-96.2% |
| Participation rate | 17.6% | 80.7%-63.0pp | 76.6%-58.9pp | 83.0%-65.4pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,208 | $4,214-71.3% | $3,574-66.2% | $4,869-75.2% |
| Participant deferral / active EE | $625 | $4,270-85.4% | $3,712-83.2% | $5,287-88.2% |
| Admin fee / account holder | $11 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |