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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 | $3,915 | $48,078-91.9% | $78,676-95.0% | $62,881-93.8% |
| Participation rate | 21.4% | 65.2%-43.8pp | 73.6%-52.1pp | 69.3%-47.9pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $218 | $2,015-89.2% | $2,850-92.4% | $2,281-90.4% |
| Participant deferral / active EE | $298 | $2,587-88.5% | $3,517-91.5% | $3,203-90.7% |
| Admin fee / account holder | $201 | $3,206-93.7% | $4,510-95.5% | $4,296-95.3% |