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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 | $1,234 | $43,075-97.1% | $74,577-98.3% | $62,881-98.0% |
| Participation rate | 27.1% | 58.1%-30.9pp | 68.1%-41.0pp | 69.3%-42.2pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $346 | $2,389-85.5% | $3,458-90.0% | $3,203-89.2% |
| Admin fee / account holder | $72 | $2,840-97.5% | $4,138-98.3% | $4,296-98.3% |