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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 | $74,535-94.5% | $100,712-96.0% | $82,637-95.1% |
| Participation rate | 28.7% | 61.2%-32.4pp | 69.3%-40.5pp | 68.1%-39.3pp |
| Annual return | 0.00% | 18.92%-18.9pp | 33.27%-33.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $441 | $1,503-70.7% | $2,313-80.9% | $2,552-82.7% |
| Participant deferral / active EE | $937 | $3,074-69.5% | $4,085-77.1% | $4,126-77.3% |
| Admin fee / account holder | $170 | $6,576-97.4% | $9,256-98.2% | $7,339-97.7% |