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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 | $4,966 | $65,703-92.4% | $94,228-94.7% | $59,633-91.7% |
| Participation rate | 34.5% | 72.1%-37.6pp | 78.8%-44.3pp | 68.7%-34.2pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $757 | $2,021-62.5% | $3,587-78.9% | $2,203-65.6% |
| Participant deferral / active EE | $1,010 | $3,143-67.9% | $4,320-76.6% | $3,192-68.3% |
| Admin fee / account holder | $33 | $4,264-99.2% | $6,269-99.5% | $4,297-99.2% |