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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 | $2,800 | $37,446-92.5% | $77,513-96.4% | $79,852-96.5% |
| Participation rate | 29.8% | 41.5%-11.7pp | 54.2%-24.4pp | 69.6%-39.9pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $266 | $637-58.2% | $987-73.0% | $2,471-89.2% |
| Participant deferral / active EE | $143 | $1,261-88.7% | $1,861-92.3% | $3,740-96.2% |
| Admin fee / account holder | $53 | $2,506-97.9% | $2,859-98.1% | $5,306-99.0% |