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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 | $899 | $45,872-98.0% | $77,096-98.8% | $68,486-98.7% |
| Participation rate | 59.5% | 55.9%+3.6pp | 67.9%-8.4pp | 67.9%-8.4pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $378 | $1,650-77.1% | $2,814-86.6% | $2,597-85.5% |
| Participant deferral / active EE | $395 | $2,963-86.7% | $4,429-91.1% | $4,028-90.2% |
| Admin fee / account holder | $62 | $3,041-98.0% | $5,428-98.9% | $5,404-98.9% |