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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 | $2,844 | $52,580-94.6% | $71,671-96.0% | $70,126-95.9% |
| Participation rate | 33.7% | 60.9%-27.2pp | 68.7%-35.0pp | 69.5%-35.8pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $477 | $1,616-70.5% | $2,460-80.6% | $2,343-79.6% |
| Participant deferral / active EE | $708 | $2,386-70.3% | $3,438-79.4% | $3,332-78.8% |
| Admin fee / account holder | $59 | $3,653-98.4% | $5,558-98.9% | $4,645-98.7% |