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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 | $4,404 | $76,551-94.2% | $123,894-96.4% | $62,881-93.0% |
| Participation rate | 33.9% | 73.0%-39.1pp | 81.4%-47.5pp | 69.3%-35.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $455 | $2,882-84.2% | $4,617-90.1% | $2,281-80.0% |
| Participant deferral / active EE | $617 | $4,840-87.3% | $5,984-89.7% | $3,203-80.7% |
| Admin fee / account holder | $207 | $4,826-95.7% | $8,357-97.5% | $4,296-95.2% |