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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 | $4,177 | $52,306-92.0% | $69,779-94.0% | $62,881-93.4% |
| Participation rate | 34.1% | 67.2%-33.1pp | 71.8%-37.7pp | 69.3%-35.2pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $437 | $1,799-75.7% | $2,338-81.3% | $2,281-80.9% |
| Participant deferral / active EE | $488 | $2,395-79.6% | $2,931-83.3% | $3,203-84.8% |
| Admin fee / account holder | $4 | $3,691-99.9% | $4,381-99.9% | $4,296-99.9% |