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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 | $952 | $49,025-98.1% | $87,502-98.9% | $62,881-98.5% |
| Participation rate | 67.4% | 64.9%+2.5pp | 73.8%-6.4pp | 69.3%-1.9pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $302 | $1,372-78.0% | $2,550-88.2% | $2,281-86.8% |
| Participant deferral / active EE | $378 | $2,289-83.5% | $3,149-88.0% | $3,203-88.2% |
| Admin fee / account holder | $19 | $4,065-99.5% | $4,221-99.6% | $4,296-99.6% |