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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 | $5,077 | $77,670-93.5% | $109,163-95.3% | $79,393-93.6% |
| Participation rate | 16.5% | 67.8%-51.3pp | 75.9%-59.3pp | 70.7%-54.2pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.8pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $811 | $3,518-77.0% | $4,654-82.6% | $4,046-80.0% |
| Admin fee / account holder | $10 | $732-98.6% | $6,754-99.9% | $627-98.4% |