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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 | $3,973 | $49,239-91.9% | $70,462-94.4% | $79,858-95.0% |
| Participation rate | 33.8% | 69.2%-35.3pp | 75.1%-41.2pp | 69.6%-35.8pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $524 | $2,100-75.1% | $2,737-80.9% | $2,471-78.8% |
| Participant deferral / active EE | $830 | $2,769-70.0% | $3,710-77.6% | $3,740-77.8% |
| Admin fee / account holder | $4 | $2,876-99.9% | $3,845-99.9% | $5,306-99.9% |