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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 | $2,210 | $41,377-94.7% | $109,313-98.0% | $62,881-96.5% |
| Participation rate | 52.2% | 57.5%-5.4pp | 71.3%-19.1pp | 69.3%-17.1pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $216 | $1,276-83.1% | $3,892-94.4% | $2,281-90.5% |
| Participant deferral / active EE | $353 | $2,045-82.7% | $3,166-88.8% | $3,203-89.0% |
| Admin fee / account holder | $15 | $2,884-99.5% | $5,666-99.7% | $4,296-99.7% |