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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 | $1,835 | $56,484-96.8% | $169,452-98.9% | $64,173-97.1% |
| Participation rate | 25.6% | 64.5%-38.9pp | 77.8%-52.1pp | 69.6%-43.9pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $321 | $1,832-82.5% | $4,157-92.3% | $2,381-86.5% |
| Participant deferral / active EE | $321 | $3,448-90.7% | $5,277-93.9% | $3,470-90.8% |
| Admin fee / account holder | $5 | $4,174-99.9% | $9,110-99.9% | $4,887-99.9% |