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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 | $3,682 | $52,580-93.0% | $71,671-94.9% | $70,126-94.7% |
| Participation rate | 22.4% | 60.9%-38.5pp | 68.7%-46.4pp | 69.5%-47.2pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $328 | $1,616-79.7% | $2,460-86.7% | $2,343-86.0% |
| Participant deferral / active EE | $501 | $2,386-79.0% | $3,438-85.4% | $3,332-85.0% |
| Admin fee / account holder | $33 | $3,653-99.1% | $5,558-99.4% | $4,645-99.3% |