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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 | $1,502 | $43,075-96.5% | $74,577-98.0% | $62,881-97.6% |
| Participation rate | 30.8% | 58.1%-27.3pp | 68.1%-37.3pp | 69.3%-38.5pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $226 | $1,498-84.9% | $2,525-91.0% | $2,281-90.1% |
| Participant deferral / active EE | $288 | $2,389-87.9% | $3,458-91.7% | $3,203-91.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |