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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 | $748 | $43,344-98.3% | $59,899-98.8% | $64,173-98.8% |
| Participation rate | 10.3% | 69.2%-58.8pp | 74.7%-64.4pp | 69.6%-59.2pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $190 | $2,547-92.5% | $3,402-94.4% | $3,470-94.5% |
| Admin fee / account holder | $280 | $3,008-90.7% | $3,592-92.2% | $4,887-94.3% |