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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 | $3,437 | $41,377-91.7% | $109,313-96.9% | $62,881-94.5% |
| Participation rate | 14.6% | 57.5%-42.9pp | 71.3%-56.6pp | 69.3%-54.7pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $265 | $1,276-79.2% | $3,892-93.2% | $2,281-88.4% |
| Participant deferral / active EE | $418 | $2,045-79.6% | $3,166-86.8% | $3,203-87.0% |
| Admin fee / account holder | $160 | $2,884-94.5% | $5,666-97.2% | $4,296-96.3% |