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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 | $2,466 | $51,466-95.2% | $78,778-96.9% | $62,293-96.0% |
| Participation rate | 28.2% | 59.8%-31.6pp | 69.2%-41.0pp | 69.5%-41.3pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $231 | $827-72.1% | $1,986-88.4% | $2,042-88.7% |
| Participant deferral / active EE | $474 | $2,147-77.9% | $2,958-84.0% | $3,169-85.1% |
| Admin fee / account holder | $0 | $489-99.9% | $5,134-100.0% | $479-99.9% |