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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 | $4,079 | $76,834-94.7% | $108,359-96.2% | $87,485-95.3% |
| Participation rate | 28.7% | 61.7%-33.0pp | 70.1%-41.4pp | 68.9%-40.2pp |
| Annual return | 0.00% | 19.09%-19.1pp | 36.89%-36.9pp | 26.06%-26.1pp |
| Employer contribution / active EE | $441 | $1,556-71.7% | $2,399-81.6% | $2,596-83.0% |
| Participant deferral / active EE | $937 | $3,100-69.8% | $4,137-77.4% | $4,274-78.1% |
| Admin fee / account holder | $170 | $6,537-97.4% | $9,741-98.3% | $7,775-97.8% |