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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 | $1,984 | $73,848-97.3% | $143,799-98.6% | $68,486-97.1% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $554 | $3,184-82.6% | $4,952-88.8% | $2,597-78.7% |
| Participant deferral / active EE | $654 | $3,385-80.7% | $5,638-88.4% | $4,028-83.8% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |