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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 | $4,878 | $72,486-93.3% | $87,103-94.4% | $72,976-93.3% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $567 | $1,894-70.0% | $2,521-77.5% | $2,440-76.8% |
| Participant deferral / active EE | $1,222 | $3,270-62.6% | $4,049-69.8% | $3,608-66.1% |
| Admin fee / account holder | $75 | $5,055-98.5% | $7,491-99.0% | $5,124-98.5% |