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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 | $17,300 | $65,703-73.7% | $94,228-81.6% | $59,633-71.0% |
| Participation rate | 52.4% | 72.1%-19.7pp | 78.8%-26.4pp | 68.7%-16.3pp |
| Annual return | -0.78% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $638 | $2,021-68.4% | $3,587-82.2% | $2,203-71.0% |
| Participant deferral / active EE | $1,105 | $3,143-64.9% | $4,320-74.4% | $3,192-65.4% |
| Admin fee / account holder | $152 | $4,264-96.4% | $6,269-97.6% | $4,297-96.5% |