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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 | $3,476 | $49,249-92.9% | $70,476-95.1% | $79,852-95.6% |
| Participation rate | 65.9% | 69.2%-3.3pp | 75.1%-9.2pp | 69.6%-3.7pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,905 | $2,100-9.3% | $2,738-30.4% | $2,471-22.9% |
| Participant deferral / active EE | $391 | $2,769-85.9% | $3,710-89.5% | $3,740-89.6% |
| Admin fee / account holder | $28 | $2,878-99.0% | $3,847-99.3% | $5,306-99.5% |