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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 | $2,650 | $56,484-95.3% | $169,452-98.4% | $64,173-95.9% |
| Participation rate | 36.4% | 64.5%-28.2pp | 77.8%-41.4pp | 69.6%-33.2pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $423 | $1,832-76.9% | $4,157-89.8% | $2,381-82.2% |
| Participant deferral / active EE | $623 | $3,448-81.9% | $5,277-88.2% | $3,470-82.0% |
| Admin fee / account holder | $4 | $4,174-99.9% | $9,110-100.0% | $4,887-99.9% |