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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 | $2,154 | $48,364-95.5% | $71,796-97.0% | $62,881-96.6% |
| Participation rate | 67.6% | 60.6%+7.0pp | 69.1%-1.5pp | 69.3%-1.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $660 | $1,042-36.7% | $1,924-65.7% | $2,281-71.1% |
| Participant deferral / active EE | $823 | $2,091-60.6% | $2,794-70.5% | $3,203-74.3% |
| Admin fee / account holder | $2 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |