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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 | $8,655 | $70,486-87.7% | $100,528-91.4% | $79,852-89.2% |
| Participation rate | 37.5% | 73.6%-36.1pp | 79.4%-41.9pp | 69.6%-32.1pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $433 | $2,165-80.0% | $3,419-87.3% | $2,471-82.5% |
| Participant deferral / active EE | $2,057 | $5,182-60.3% | $6,271-67.2% | $3,740-45.0% |
| Admin fee / account holder | $137 | $4,480-96.9% | $8,084-98.3% | $5,306-97.4% |