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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 | $2,250 | $59,839-96.2% | $81,991-97.3% | $79,852-97.2% |
| Participation rate | 37.7% | 61.6%-23.9pp | 69.3%-31.6pp | 69.6%-32.0pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $289 | $1,713-83.1% | $2,498-88.4% | $2,471-88.3% |
| Participant deferral / active EE | $609 | $2,695-77.4% | $3,722-83.6% | $3,740-83.7% |
| Admin fee / account holder | $127 | $4,287-97.0% | $5,665-97.8% | $5,306-97.6% |