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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 | $16,760 | $58,828-71.5% | $78,002-78.5% | $62,881-73.3% |
| Participation rate | 42.9% | 71.1%-28.2pp | 75.5%-32.7pp | 69.3%-26.4pp |
| Annual return | 6.34% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $427 | $1,672-74.5% | $2,470-82.7% | $2,281-81.3% |
| Participant deferral / active EE | $854 | $2,686-68.2% | $3,497-75.6% | $3,203-73.3% |
| Admin fee / account holder | $24 | $4,393-99.5% | $5,481-99.6% | $4,296-99.5% |