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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 | $3,499 | $72,177-95.2% | $115,037-97.0% | $59,633-94.1% |
| Participation rate | 63.3% | 72.6%-9.2pp | 81.4%-18.0pp | 68.7%-5.3pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $800 | $2,841-71.9% | $4,608-82.6% | $2,203-63.7% |
| Participant deferral / active EE | $1,501 | $4,783-68.6% | $6,026-75.1% | $3,192-53.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |