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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 | $2,485 | $54,541-95.4% | $78,778-96.8% | $70,126-96.5% |
| Participation rate | 37.9% | 60.8%-22.9pp | 69.2%-31.3pp | 69.5%-31.6pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $464 | $1,089-57.4% | $1,986-76.6% | $2,343-80.2% |
| Participant deferral / active EE | $600 | $2,210-72.9% | $2,958-79.7% | $3,332-82.0% |
| Admin fee / account holder | $254 | $3,709-93.2% | $5,134-95.1% | $4,645-94.5% |