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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 | $18,737 | $72,177-74.0% | $115,038-83.7% | $59,633-68.6% |
| Participation rate | 41.9% | 72.6%-30.6pp | 81.4%-39.4pp | 68.7%-26.7pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $914 | $2,841-67.8% | $4,608-80.2% | $2,203-58.5% |
| Participant deferral / active EE | $1,554 | $4,783-67.5% | $6,026-74.2% | $3,192-51.3% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |