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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 | $5,643 | $71,873-92.1% | $86,698-93.5% | $68,490-91.8% |
| Participation rate | 40.3% | 72.2%-32.0pp | 76.6%-36.3pp | 67.9%-27.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $804 | $2,173-63.0% | $2,837-71.7% | $2,597-69.1% |
| Participant deferral / active EE | $1,532 | $3,779-59.5% | $4,656-67.1% | $4,028-62.0% |
| Admin fee / account holder | $191 | $6,110-96.9% | $7,492-97.4% | $5,403-96.5% |