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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 | $1,383 | $54,380-97.5% | $68,509-98.0% | $59,633-97.7% |
| Participation rate | 62.3% | 70.2%-7.9pp | 74.7%-12.4pp | 68.7%-6.4pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $333 | $1,539-78.4% | $2,278-85.4% | $2,203-84.9% |
| Participant deferral / active EE | $553 | $2,643-79.1% | $3,382-83.7% | $3,192-82.7% |
| Admin fee / account holder | $37 | $3,885-99.0% | $5,275-99.3% | $4,297-99.1% |