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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 | $3,458 | $56,484-93.9% | $169,452-98.0% | $64,173-94.6% |
| Participation rate | 43.6% | 64.5%-21.0pp | 77.8%-34.2pp | 69.6%-26.0pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $528 | $1,832-71.2% | $4,157-87.3% | $2,381-77.8% |
| Participant deferral / active EE | $1,080 | $3,448-68.7% | $5,277-79.5% | $3,470-68.9% |
| Admin fee / account holder | $46 | $4,174-98.9% | $9,110-99.5% | $4,887-99.1% |