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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 | $2,535 | $58,512-95.7% | $84,020-97.0% | $72,983-96.5% |
| Participation rate | 24.5% | 61.2%-36.7pp | 69.0%-44.5pp | 69.5%-45.0pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $250 | $1,163-78.5% | $1,984-87.4% | $2,440-89.7% |
| Participant deferral / active EE | $538 | $2,394-77.5% | $3,239-83.4% | $3,608-85.1% |
| Admin fee / account holder | $82 | $4,569-98.2% | $6,101-98.6% | $5,124-98.4% |