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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 | $2,771 | $43,075-93.6% | $74,577-96.3% | $62,881-95.6% |
| Participation rate | 44.7% | 58.1%-13.3pp | 68.1%-23.4pp | 69.3%-24.6pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $485 | $1,498-67.6% | $2,525-80.8% | $2,281-78.8% |
| Participant deferral / active EE | $730 | $2,389-69.4% | $3,458-78.9% | $3,203-77.2% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |