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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 | $4,764 | $57,065-91.7% | $75,670-93.7% | $70,131-93.2% |
| Participation rate | 31.1% | 68.1%-36.9pp | 72.3%-41.2pp | 69.5%-38.4pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $552 | $1,817-69.6% | $2,352-76.5% | $2,342-76.4% |
| Participant deferral / active EE | $927 | $2,580-64.1% | $3,142-70.5% | $3,332-72.2% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |