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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 | $3,062 | $76,551-96.0% | $123,894-97.5% | $62,881-95.1% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $592 | $2,882-79.5% | $4,617-87.2% | $2,281-74.1% |
| Participant deferral / active EE | $766 | $4,840-84.2% | $5,984-87.2% | $3,203-76.1% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |