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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 | $24,272 | $69,977-65.3% | $108,582-77.6% | $62,881-61.4% |
| Participation rate | 32.7% | 72.9%-40.2pp | 79.6%-46.9pp | 69.3%-36.7pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $457 | $2,135-78.6% | $3,758-87.8% | $2,281-80.0% |
| Participant deferral / active EE | $712 | $3,165-77.5% | $4,311-83.5% | $3,203-77.8% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |