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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 | $2,366 | $58,851-96.0% | $115,167-97.9% | $72,976-96.8% |
| Participation rate | 65.4% | 65.5%-0.1pp | 75.9%-10.5pp | 69.5%-4.1pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $652 | $1,798-63.7% | $3,179-79.5% | $2,440-73.3% |
| Participant deferral / active EE | $1,001 | $2,643-62.1% | $4,169-76.0% | $3,608-72.2% |
| Admin fee / account holder | $33 | $6,370-99.5% | $7,089-99.5% | $5,124-99.4% |