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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 | $23,208 | $72,492-68.0% | $87,102-73.4% | $72,983-68.2% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.4pp | 69.5%-1.1pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $552 | $1,894-70.9% | $2,521-78.1% | $2,440-77.4% |
| Participant deferral / active EE | $799 | $3,270-75.6% | $4,048-80.3% | $3,608-77.8% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |