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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 | $1,885 | $43,075-95.6% | $74,577-97.5% | $62,881-97.0% |
| Participation rate | 40.0% | 58.1%-18.1pp | 68.1%-28.1pp | 69.3%-29.3pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $211 | $1,498-85.9% | $2,525-91.6% | $2,281-90.7% |
| Participant deferral / active EE | $544 | $2,389-77.2% | $3,458-84.3% | $3,203-83.0% |
| Admin fee / account holder | $58 | $2,840-97.9% | $4,138-98.6% | $4,296-98.6% |