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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 | $3,197 | $58,099-94.5% | $76,872-95.8% | $75,173-95.7% |
| Participation rate | 35.7% | 63.9%-28.2pp | 69.6%-33.9pp | 67.2%-31.5pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.90%-37.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $557 | $1,996-72.1% | $2,533-78.0% | $2,671-79.2% |
| Participant deferral / active EE | $603 | $2,999-79.9% | $3,832-84.3% | $4,126-85.4% |
| Admin fee / account holder | $18 | $4,778-99.6% | $5,476-99.7% | $5,651-99.7% |