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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 | $3,044 | $74,535-95.9% | $100,712-97.0% | $82,637-96.3% |
| Participation rate | 42.9% | 61.2%-18.3pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 0.00% | 18.92%-18.9pp | 33.27%-33.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $581 | $1,503-61.3% | $2,313-74.9% | $2,552-77.2% |
| Participant deferral / active EE | $629 | $3,074-79.5% | $4,085-84.6% | $4,126-84.7% |
| Admin fee / account holder | $33 | $6,576-99.5% | $9,256-99.6% | $7,339-99.6% |