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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 | $1,921 | $37,446-94.9% | $77,552-97.5% | $79,856-97.6% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 30.86% | 39.76%-8.9pp | 54.82%-24.0pp | 31.71%-0.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $295 | $1,261-76.6% | $1,861-84.2% | $3,741-92.1% |
| Admin fee / account holder | $60 | $2,506-97.6% | $2,859-97.9% | $5,306-98.9% |