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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 | $1,565 | $46,599-96.6% | $64,101-97.6% | $75,173-97.9% |
| Participation rate | 61.5% | 65.9%-4.4pp | 72.3%-10.8pp | 67.2%-5.7pp |
| Annual return | 0.00% | 26.06%-26.1pp | 33.72%-33.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $384 | $1,975-80.6% | $2,749-86.0% | $2,671-85.6% |
| Participant deferral / active EE | $554 | $2,837-80.5% | $3,881-85.7% | $4,126-86.6% |
| Admin fee / account holder | $6 | $2,956-99.8% | $3,070-99.8% | $5,651-99.9% |