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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 | $6,510 | $85,790-92.4% | $67,313-90.3% | $135,380-95.2% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.1%-8.0pp | 82.6%-21.5pp |
| Annual return | -4.20% | -0.54%-3.7pp | -4.08%-0.1pp | 519.81%-524.0pp |
| Employer contribution / active EE | $701 | $3,487-79.9% | $2,566-72.7% | $4,779-85.3% |
| Participant deferral / active EE | $898 | $4,651-80.7% | $3,568-74.8% | $5,609-84.0% |
| Admin fee / account holder | $236 | $6,392-96.3% | $4,507-94.8% | $10,828-97.8% |