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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 | $14,919 | $65,453-77.2% | $86,698-82.8% | $66,938-77.7% |
| Participation rate | 61.8% | 75.5%-13.7pp | 76.6%-14.8pp | 69.8%-8.1pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.95%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $893 | $2,154-58.5% | $2,837-68.5% | $2,545-64.9% |
| Participant deferral / active EE | $2,037 | $4,102-50.3% | $4,656-56.3% | $4,238-51.9% |
| Admin fee / account holder | $39 | $642-94.0% | $7,493-99.5% | $594-93.5% |