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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 | $2,352 | $56,054-95.8% | $171,082-98.6% | $62,881-96.3% |
| Participation rate | 63.1% | 62.9%+0.2pp | 76.7%-13.6pp | 69.3%-6.2pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $559 | $1,731-67.7% | $4,002-86.0% | $2,281-75.5% |
| Participant deferral / active EE | $964 | $3,158-69.5% | $4,797-79.9% | $3,203-69.9% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |