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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 | $2,879 | $47,848-94.0% | $81,473-96.5% | $70,126-95.9% |
| Participation rate | 28.0% | 58.3%-30.3pp | 68.0%-40.0pp | 69.5%-41.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $369 | $1,527-75.8% | $2,568-85.6% | $2,343-84.2% |
| Participant deferral / active EE | $435 | $2,453-82.3% | $3,537-87.7% | $3,332-86.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |