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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 | $4,494 | $67,602-93.4% | $82,312-94.5% | $70,126-93.6% |
| Participation rate | 44.3% | 72.8%-28.5pp | 76.9%-32.6pp | 69.5%-25.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $670 | $1,755-61.8% | $2,428-72.4% | $2,343-71.4% |
| Participant deferral / active EE | $1,261 | $2,987-57.8% | $3,706-66.0% | $3,332-62.2% |
| Admin fee / account holder | $70 | $4,512-98.5% | $5,608-98.8% | $4,645-98.5% |