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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 | $73,787-95.9% | $98,716-96.9% | $82,448-96.3% |
| Participation rate | 42.9% | 61.4%-18.6pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 0.00% | 18.57%-18.6pp | 31.81%-31.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $581 | $1,511-61.5% | $2,279-74.5% | $2,551-77.2% |
| Participant deferral / active EE | $629 | $3,081-79.6% | $4,048-84.5% | $4,139-84.8% |
| Admin fee / account holder | $33 | $6,500-99.5% | $8,703-99.6% | $7,234-99.5% |