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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 | $1,871 | $43,344-95.7% | $59,899-96.9% | $64,173-97.1% |
| Participation rate | 63.9% | 69.2%-5.2pp | 74.7%-10.8pp | 69.6%-5.6pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $456 | $2,030-77.5% | $2,723-83.2% | $2,381-80.8% |
| Participant deferral / active EE | $756 | $2,547-70.3% | $3,402-77.8% | $3,470-78.2% |
| Admin fee / account holder | $5 | $3,008-99.8% | $3,592-99.9% | $4,887-99.9% |