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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 | $2,834 | $32,037-91.2% | $69,182-95.9% | $62,881-95.5% |
| Participation rate | 11.4% | 43.4%-32.0pp | 55.1%-43.7pp | 69.3%-57.9pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $158 | $679-76.7% | $1,206-86.9% | $2,281-93.1% |
| Participant deferral / active EE | $158 | $1,185-86.6% | $1,897-91.7% | $3,203-95.1% |
| Admin fee / account holder | $16 | $2,608-99.4% | $2,697-99.4% | $4,296-99.6% |