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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 | $2,922 | $72,027-95.9% | $185,861-98.4% | $79,856-96.3% |
| Participation rate | 26.6% | 65.8%-39.2pp | 78.0%-51.5pp | 69.6%-43.1pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $364 | $1,965-81.5% | $4,088-91.1% | $2,471-85.3% |
| Participant deferral / active EE | $493 | $3,780-87.0% | $5,634-91.2% | $3,741-86.8% |
| Admin fee / account holder | $44 | $4,513-99.0% | $9,503-99.5% | $5,306-99.2% |