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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 | $5,133 | $76,551-93.3% | $123,894-95.9% | $62,881-91.8% |
| Participation rate | 28.2% | 73.0%-44.8pp | 81.4%-53.2pp | 69.3%-41.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $479 | $2,882-83.4% | $4,617-89.6% | $2,281-79.0% |
| Participant deferral / active EE | $936 | $4,840-80.7% | $5,984-84.4% | $3,203-70.8% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |