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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 | $3,155 | $61,660-94.9% | $80,022-96.1% | $64,181-95.1% |
| Participation rate | 61.3% | 71.7%-10.4pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $472 | $1,810-74.0% | $2,468-80.9% | $2,381-80.2% |
| Participant deferral / active EE | $688 | $2,968-76.8% | $3,686-81.3% | $3,470-80.2% |
| Admin fee / account holder | $8 | $5,417-99.9% | $6,521-99.9% | $4,887-99.8% |