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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 | $21,322 | $58,828-63.8% | $78,002-72.7% | $62,881-66.1% |
| Participation rate | 21.0% | 71.1%-50.1pp | 75.5%-54.6pp | 69.3%-48.3pp |
| Annual return | 5.95% | 17.16%-11.2pp | 425.99%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $412 | $1,672-75.3% | $2,470-83.3% | $2,281-81.9% |
| Participant deferral / active EE | $179 | $2,686-93.3% | $3,497-94.9% | $3,203-94.4% |
| Admin fee / account holder | $42 | $4,393-99.1% | $5,481-99.2% | $4,296-99.0% |