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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 | $2,675 | $65,704-95.9% | $94,229-97.2% | $59,633-95.5% |
| Participation rate | 53.8% | 72.1%-18.3pp | 78.8%-24.9pp | 68.7%-14.8pp |
| Annual return | 0.08% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $720 | $2,021-64.4% | $3,587-79.9% | $2,203-67.3% |
| Participant deferral / active EE | $681 | $3,143-78.3% | $4,320-84.2% | $3,192-78.6% |
| Admin fee / account holder | $155 | $4,265-96.4% | $6,269-97.5% | $4,297-96.4% |