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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 | $3,699 | $81,331-95.5% | $155,534-97.6% | $80,935-95.4% |
| Participation rate | 35.1% | 66.3%-31.1pp | 78.2%-43.1pp | 67.7%-32.5pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $740 | $3,105-76.2% | $4,675-84.2% | $2,757-73.1% |
| Participant deferral / active EE | $801 | $3,454-76.8% | $5,630-85.8% | $4,299-81.4% |
| Admin fee / account holder | $242 | $7,999-97.0% | $15,900-98.5% | $6,924-96.5% |