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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 | $5,932 | $56,277-89.5% | $80,976-92.7% | $62,891-90.6% |
| Participation rate | 35.5% | 69.0%-33.5pp | 75.8%-40.3pp | 69.3%-33.8pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $516 | $1,943-73.4% | $3,714-86.1% | $2,281-77.4% |
| Participant deferral / active EE | $1,558 | $4,195-62.9% | $5,696-72.7% | $3,203-51.4% |
| Admin fee / account holder | $25 | $3,741-99.3% | $5,516-99.5% | $4,296-99.4% |