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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 | $15,435 | $59,186-73.9% | $76,768-79.9% | $56,287-72.6% |
| Participation rate | 50.5% | 75.2%-24.7pp | 77.0%-26.5pp | 69.9%-19.4pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $591 | $1,759-66.4% | $2,485-76.2% | $2,111-72.0% |
| Participant deferral / active EE | $861 | $3,255-73.5% | $3,852-77.6% | $3,350-74.3% |
| Admin fee / account holder | $7 | $489-98.6% | $6,675-99.9% | $521-98.7% |