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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 | $4,158 | $63,082-93.4% | $81,726-94.9% | $79,856-94.8% |
| Participation rate | 20.0% | 67.5%-47.5pp | 72.0%-52.0pp | 69.6%-49.6pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $416 | $2,780-85.0% | $7,108-94.1% | $3,741-88.9% |
| Admin fee / account holder | $11 | $4,428-99.8% | $5,160-99.8% | $5,306-99.8% |