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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 | $1,758 | $49,025-96.4% | $87,502-98.0% | $62,881-97.2% |
| Participation rate | 63.6% | 64.9%-1.2pp | 73.8%-10.2pp | 69.3%-5.7pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $336 | $1,372-75.5% | $2,550-86.8% | $2,281-85.3% |
| Participant deferral / active EE | $775 | $2,289-66.2% | $3,149-75.4% | $3,203-75.8% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |