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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 | $2,728 | $72,114-96.2% | $108,745-97.5% | $62,881-95.7% |
| Participation rate | 54.7% | 74.6%-19.9pp | 77.7%-23.0pp | 69.3%-14.6pp |
| Annual return | 0.00% | 13.41%-13.4pp | 46.22%-46.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $544 | $2,694-79.8% | $3,323-83.6% | $2,281-76.1% |
| Participant deferral / active EE | $1,255 | $4,044-69.0% | $5,121-75.5% | $3,203-60.8% |
| Admin fee / account holder | $109 | $4,608-97.6% | $6,144-98.2% | $4,296-97.5% |