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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 | $76,834-96.0% | $108,359-97.2% | $87,485-96.5% |
| Participation rate | 42.9% | 61.7%-18.9pp | 70.1%-27.3pp | 68.9%-26.1pp |
| Annual return | 0.00% | 19.09%-19.1pp | 36.89%-36.9pp | 26.06%-26.1pp |
| Employer contribution / active EE | $581 | $1,556-62.7% | $2,399-75.8% | $2,596-77.6% |
| Participant deferral / active EE | $629 | $3,100-79.7% | $4,137-84.8% | $4,274-85.3% |
| Admin fee / account holder | $33 | $6,537-99.5% | $9,741-99.7% | $7,775-99.6% |