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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 | $3,617 | $61,660-94.1% | $80,022-95.5% | $64,173-94.4% |
| Participation rate | 29.4% | 71.7%-42.3pp | 75.8%-46.4pp | 69.6%-40.2pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $434 | $1,810-76.0% | $2,468-82.4% | $2,381-81.8% |
| Participant deferral / active EE | $868 | $2,968-70.7% | $3,686-76.4% | $3,470-75.0% |
| Admin fee / account holder | $27 | $5,417-99.5% | $6,521-99.6% | $4,887-99.5% |