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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 | $4,949 | $53,777-90.8% | $134,155-96.3% | $79,858-93.8% |
| Participation rate | 30.3% | 58.8%-28.5pp | 72.2%-41.9pp | 69.6%-39.3pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.34%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $390 | $1,321-70.5% | $3,705-89.5% | $2,471-84.2% |
| Participant deferral / active EE | $506 | $2,420-79.1% | $3,500-85.5% | $3,740-86.5% |
| Admin fee / account holder | $10 | $3,984-99.8% | $6,685-99.9% | $5,306-99.8% |