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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 | $19,569 | $67,602-71.1% | $82,312-76.2% | $70,126-72.1% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $596 | $1,755-66.0% | $2,428-75.4% | $2,343-74.5% |
| Participant deferral / active EE | $680 | $2,987-77.2% | $3,706-81.6% | $3,332-79.6% |
| Admin fee / account holder | $149 | $4,512-96.7% | $5,608-97.3% | $4,645-96.8% |