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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 | $2,506 | $99,345-97.5% | $84,753-97.0% | $273,972-99.1% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $641 | $4,214-84.8% | $3,574-82.1% | $4,869-86.8% |
| Participant deferral / active EE | $735 | $4,270-82.8% | $3,712-80.2% | $5,287-86.1% |
| Admin fee / account holder | $13 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |