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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 | $2,690 | $47,848-94.4% | $81,473-96.7% | $70,126-96.2% |
| Participation rate | 34.3% | 58.3%-24.0pp | 68.0%-33.7pp | 69.5%-35.3pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $443 | $1,527-71.0% | $2,568-82.8% | $2,343-81.1% |
| Participant deferral / active EE | $509 | $2,453-79.3% | $3,537-85.6% | $3,332-84.7% |
| Admin fee / account holder | $15 | $3,145-99.5% | $4,561-99.7% | $4,645-99.7% |