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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 | $1,891 | $55,636-96.6% | $81,982-97.7% | $73,497-97.4% |
| Participation rate | 42.0% | 62.3%-20.3pp | 69.3%-27.2pp | 70.7%-28.7pp |
| Annual return | 0.00% | 19.07%-19.1pp | 41.31%-41.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $306 | $1,625-81.2% | $2,498-87.7% | $2,270-86.5% |
| Participant deferral / active EE | $468 | $2,762-83.1% | $3,722-87.4% | $3,740-87.5% |
| Admin fee / account holder | $1 | $493-99.8% | $5,665-100.0% | $513-99.8% |