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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 | $1,867 | $93,064-98.0% | $74,577-97.5% | $273,972-99.3% |
| Participation rate | 46.2% | 74.9%-28.8pp | 68.1%-22.0pp | 83.0%-36.9pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $371 | $3,160-88.2% | $2,525-85.3% | $4,869-92.4% |
| Participant deferral / active EE | $371 | $4,160-91.1% | $3,458-89.3% | $5,287-93.0% |
| Admin fee / account holder | $32 | $5,273-99.4% | $4,138-99.2% | $10,133-99.7% |