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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 | $7,037 | $49,138-85.7% | $84,021-91.6% | $65,185-89.2% |
| Participation rate | 32.8% | 60.7%-27.9pp | 69.0%-36.2pp | 70.2%-37.4pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.32%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $684 | $914-25.1% | $1,984-65.5% | $2,177-68.6% |
| Participant deferral / active EE | $1,148 | $2,397-52.1% | $3,239-64.5% | $3,514-67.3% |
| Admin fee / account holder | $42 | $543-92.2% | $6,102-99.3% | $847-95.0% |