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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 | $15,026 | $89,652-83.2% | $141,191-89.4% | $65,185-76.9% |
| Participation rate | 66.5% | 74.7%-8.2pp | 82.5%-16.0pp | 70.2%-3.7pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $787 | $3,065-74.3% | $4,736-83.4% | $2,177-63.8% |
| Participant deferral / active EE | $2,048 | $5,691-64.0% | $6,710-69.5% | $3,514-41.7% |
| Admin fee / account holder | $17 | $569-97.0% | $10,264-99.8% | $847-98.0% |