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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 | $2,830 | $56,054-95.0% | $171,082-98.3% | $62,881-95.5% |
| Participation rate | 36.2% | 62.9%-26.7pp | 76.7%-40.5pp | 69.3%-33.1pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $290 | $1,731-83.3% | $4,002-92.8% | $2,281-87.3% |
| Participant deferral / active EE | $752 | $3,158-76.2% | $4,797-84.3% | $3,203-76.5% |
| Admin fee / account holder | $143 | $3,647-96.1% | $8,520-98.3% | $4,296-96.7% |