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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 | $3,192 | $72,486-95.6% | $87,103-96.3% | $72,976-95.6% |
| Participation rate | 41.1% | 72.8%-31.7pp | 76.9%-35.8pp | 69.5%-28.4pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $499 | $1,894-73.7% | $2,521-80.2% | $2,440-79.6% |
| Participant deferral / active EE | $814 | $3,270-75.1% | $4,049-79.9% | $3,608-77.4% |
| Admin fee / account holder | $8 | $5,055-99.8% | $7,491-99.9% | $5,124-99.8% |