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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 | $13,990 | $72,492-80.7% | $87,102-83.9% | $72,983-80.8% |
| Participation rate | 33.8% | 72.8%-39.1pp | 76.9%-43.1pp | 69.5%-35.7pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $612 | $1,894-67.7% | $2,521-75.7% | $2,440-74.9% |
| Participant deferral / active EE | $1,134 | $3,270-65.3% | $4,048-72.0% | $3,608-68.6% |
| Admin fee / account holder | $129 | $5,055-97.4% | $7,491-98.3% | $5,124-97.5% |