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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 | $2,765 | $56,894-95.1% | $84,753-96.7% | $62,881-95.6% |
| Participation rate | 53.7% | 68.5%-14.8pp | 76.6%-22.9pp | 69.3%-15.6pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $735 | $2,400-69.4% | $3,574-79.4% | $2,281-67.8% |
| Participant deferral / active EE | $863 | $2,709-68.1% | $3,712-76.7% | $3,203-73.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |