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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 | $2,965 | $56,894-94.8% | $84,753-96.5% | $62,881-95.3% |
| Participation rate | 32.5% | 68.5%-36.0pp | 76.6%-44.1pp | 69.3%-36.8pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $485 | $2,400-79.8% | $3,574-86.4% | $2,281-78.8% |
| Participant deferral / active EE | $574 | $2,709-78.8% | $3,712-84.5% | $3,203-82.1% |
| Admin fee / account holder | $9 | $3,581-99.8% | $5,333-99.8% | $4,296-99.8% |