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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 | $1,319 | $56,894-97.7% | $84,753-98.4% | $62,881-97.9% |
| Participation rate | 34.6% | 68.5%-33.9pp | 76.6%-42.0pp | 69.3%-34.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $520 | $2,709-80.8% | $3,712-86.0% | $3,203-83.8% |
| Admin fee / account holder | $47 | $3,581-98.7% | $5,333-99.1% | $4,296-98.9% |