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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 | $20,685 | $67,602-69.4% | $82,312-74.9% | $70,126-70.5% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $473 | $1,755-73.1% | $2,428-80.5% | $2,343-79.8% |
| Participant deferral / active EE | $901 | $2,987-69.8% | $3,706-75.7% | $3,332-73.0% |
| Admin fee / account holder | $13 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |