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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 | $2,915 | $46,534-93.7% | $64,097-95.5% | $75,177-96.1% |
| Participation rate | 34.2% | 65.9%-31.8pp | 72.3%-38.1pp | 67.2%-33.0pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $379 | $1,976-80.8% | $2,750-86.2% | $2,671-85.8% |
| Participant deferral / active EE | $626 | $2,835-77.9% | $3,881-83.9% | $4,126-84.8% |
| Admin fee / account holder | $37 | $2,957-98.8% | $3,070-98.8% | $5,651-99.4% |