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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 | $3,218 | $49,025-93.4% | $87,502-96.3% | $62,881-94.9% |
| Participation rate | 27.3% | 64.9%-37.6pp | 73.8%-46.6pp | 69.3%-42.0pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $392 | $1,372-71.5% | $2,550-84.6% | $2,281-82.8% |
| Participant deferral / active EE | $608 | $2,289-73.4% | $3,149-80.7% | $3,203-81.0% |
| Admin fee / account holder | $123 | $4,065-97.0% | $4,221-97.1% | $4,296-97.1% |