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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 | $3,168 | $56,894-94.4% | $84,753-96.3% | $62,881-95.0% |
| Participation rate | 49.2% | 68.5%-19.3pp | 76.6%-27.4pp | 69.3%-20.1pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $722 | $2,400-69.9% | $3,574-79.8% | $2,281-68.3% |
| Participant deferral / active EE | $1,027 | $2,709-62.1% | $3,712-72.3% | $3,203-67.9% |
| Admin fee / account holder | $25 | $3,581-99.3% | $5,333-99.5% | $4,296-99.4% |