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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 | $14,749 | $167,352-91.2% | $143,788-89.7% | $134,509-89.0% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $5,305 | $5,620-5.6% | $4,952+7.1% | $4,741+11.9% |
| Participant deferral / active EE | $1,766 | $6,447-72.6% | $5,638-68.7% | $6,400-72.4% |
| Admin fee / account holder | $5 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |