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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 | $2,383 | $71,872-96.7% | $86,691-97.3% | $68,495-96.5% |
| Participation rate | 67.7% | 72.2%-4.5pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $610 | $2,173-71.9% | $2,837-78.5% | $2,596-76.5% |
| Participant deferral / active EE | $1,050 | $3,779-72.2% | $4,656-77.5% | $4,028-73.9% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |