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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 | $5,122 | $49,280-89.6% | $67,313-92.4% | $64,173-92.0% |
| Participation rate | 64.5% | 60.8%+3.7pp | 69.1%-4.6pp | 69.6%-5.1pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $502 | $1,668-69.9% | $2,566-80.4% | $2,381-78.9% |
| Participant deferral / active EE | $663 | $2,484-73.3% | $3,568-81.4% | $3,470-80.9% |
| Admin fee / account holder | $19 | $3,863-99.5% | $4,507-99.6% | $4,887-99.6% |