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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 | $16,141 | $52,678-69.4% | $75,784-78.7% | $59,633-72.9% |
| Participation rate | 22.2% | 67.2%-45.0pp | 75.8%-53.6pp | 68.7%-46.4pp |
| Annual return | -0.38% | 2.95%-3.3pp | 9.68%-10.1pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $663 | $2,193-69.8% | $3,323-80.0% | $2,203-69.9% |
| Participant deferral / active EE | $804 | $2,591-69.0% | $3,652-78.0% | $3,192-74.8% |
| Admin fee / account holder | $120 | $3,610-96.7% | $5,300-97.7% | $4,297-97.2% |