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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 | $2,427 | $43,338-94.4% | $59,887-95.9% | $64,173-96.2% |
| Participation rate | 53.8% | 69.2%-15.3pp | 74.7%-20.9pp | 69.6%-15.7pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $621 | $2,030-69.4% | $2,722-77.2% | $2,381-73.9% |
| Participant deferral / active EE | $760 | $2,547-70.2% | $3,402-77.7% | $3,470-78.1% |
| Admin fee / account holder | $5 | $3,007-99.8% | $3,591-99.9% | $4,887-99.9% |