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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 | $3,160 | $45,872-93.1% | $77,096-95.9% | $68,486-95.4% |
| Participation rate | 22.2% | 55.9%-33.7pp | 67.9%-45.7pp | 67.9%-45.7pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $443 | $1,650-73.1% | $2,814-84.3% | $2,597-82.9% |
| Participant deferral / active EE | $269 | $2,963-90.9% | $4,429-93.9% | $4,028-93.3% |
| Admin fee / account holder | $50 | $3,041-98.4% | $5,428-99.1% | $5,404-99.1% |