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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 | $2,380 | $48,078-95.0% | $78,676-97.0% | $62,881-96.2% |
| Participation rate | 23.7% | 65.2%-41.5pp | 73.6%-49.9pp | 69.3%-45.6pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $282 | $2,015-86.0% | $2,850-90.1% | $2,281-87.6% |
| Participant deferral / active EE | $367 | $2,587-85.8% | $3,517-89.6% | $3,203-88.5% |
| Admin fee / account holder | $86 | $3,206-97.3% | $4,510-98.1% | $4,296-98.0% |