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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 | $5,435 | $71,480-92.4% | $90,782-94.0% | $64,181-91.5% |
| Participation rate | 40.0% | 77.6%-37.6pp | 82.7%-42.7pp | 69.6%-29.6pp |
| Annual return | 0.00% | -4.25%+4.2pp | -3.42%+3.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,005 | $3,415-70.6% | $4,105-75.5% | $2,381-57.8% |
| Participant deferral / active EE | $1,368 | $4,302-68.2% | $5,366-74.5% | $3,470-60.6% |
| Admin fee / account holder | $118 | $6,309-98.1% | $5,908-98.0% | $4,887-97.6% |