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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 | $15,715 | $78,694-80.0% | $67,653-76.8% | $125,388-87.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 0.21% | 9.46%-9.2pp | 6625.22%-6625.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $869 | $3,044-71.5% | $2,266-61.7% | $4,866-82.2% |
| Participant deferral / active EE | $1,019 | $4,292-76.3% | $3,560-71.4% | $5,352-81.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |