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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 | $1,749 | $47,944-96.4% | $67,834-97.4% | $62,881-97.2% |
| Participation rate | 66.7% | 61.1%+5.6pp | 68.8%-2.1pp | 69.3%-2.6pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $296 | $1,562-81.1% | $2,403-87.7% | $2,281-87.0% |
| Participant deferral / active EE | $739 | $2,247-67.1% | $3,160-76.6% | $3,203-76.9% |
| Admin fee / account holder | $6 | $3,712-99.8% | $4,622-99.9% | $4,296-99.9% |