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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 | $2,896 | $67,606-95.7% | $82,313-96.5% | $70,124-95.9% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.9%-15.5pp | 69.5%-8.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $710 | $1,755-59.6% | $2,428-70.8% | $2,342-69.7% |
| Participant deferral / active EE | $1,004 | $2,987-66.4% | $3,706-72.9% | $3,332-69.9% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |