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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 | $21,351 | $65,704-67.5% | $94,229-77.3% | $59,633-64.2% |
| Participation rate | 25.8% | 72.1%-46.3pp | 78.8%-52.9pp | 68.7%-42.8pp |
| Annual return | -1.79% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $517 | $2,021-74.4% | $3,587-85.6% | $2,203-76.5% |
| Participant deferral / active EE | $467 | $3,143-85.1% | $4,320-89.2% | $3,192-85.4% |
| Admin fee / account holder | $184 | $4,265-95.7% | $6,269-97.1% | $4,297-95.7% |