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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 | $13,168 | $72,272-81.8% | $101,264-87.0% | $79,858-83.5% |
| Participation rate | 18.0% | 68.5%-50.5pp | 75.8%-57.8pp | 69.6%-51.6pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,221 | $2,692-54.6% | $3,660-66.6% | $2,471-50.6% |
| Participant deferral / active EE | $1,236 | $3,282-62.3% | $4,370-71.7% | $3,740-66.9% |
| Admin fee / account holder | $14 | $4,401-99.7% | $5,947-99.8% | $5,306-99.7% |