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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 | $4,584 | $41,981-89.1% | $63,412-92.8% | $59,633-92.3% |
| Participation rate | 20.0% | 60.3%-40.3pp | 67.1%-47.1pp | 68.7%-48.7pp |
| Annual return | 0.00% | 13.04%-13.0pp | 4.04%-4.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $397 | $1,287-69.2% | $1,814-78.1% | $2,203-82.0% |
| Participant deferral / active EE | $585 | $2,002-70.8% | $2,496-76.5% | $3,192-81.7% |
| Admin fee / account holder | $250 | $3,509-92.9% | $3,753-93.3% | $4,297-94.2% |