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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 | $2,078 | $62,672-96.7% | $185,117-98.9% | $70,126-97.0% |
| Participation rate | 57.5% | 63.8%-6.3pp | 77.3%-19.8pp | 69.5%-12.0pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $447 | $1,753-74.5% | $4,182-89.3% | $2,343-80.9% |
| Participant deferral / active EE | $622 | $3,272-81.0% | $5,045-87.7% | $3,332-81.3% |
| Admin fee / account holder | $20 | $3,932-99.5% | $8,159-99.8% | $4,645-99.6% |