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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 | $3,277 | $72,486-95.5% | $87,103-96.2% | $72,976-95.5% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $513 | $1,894-72.9% | $2,521-79.6% | $2,440-79.0% |
| Participant deferral / active EE | $645 | $3,270-80.3% | $4,049-84.1% | $3,608-82.1% |
| Admin fee / account holder | $160 | $5,055-96.8% | $7,491-97.9% | $5,124-96.9% |