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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 | $6,700 | $66,813-90.0% | $100,530-93.3% | $73,493-90.9% |
| Participation rate | 58.7% | 77.5%-18.8pp | 79.4%-20.8pp | 70.7%-12.0pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.89%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,305 | $2,147-39.2% | $3,418-61.8% | $2,270-42.5% |
| Participant deferral / active EE | $2,219 | $5,883-62.3% | $6,271-64.6% | $3,740-40.7% |
| Admin fee / account holder | $219 | $512-57.2% | $8,083-97.3% | $513-57.3% |