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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 | $3,935 | $76,107-94.8% | $96,576-95.9% | $71,495-94.5% |
| Participation rate | 10.5% | 74.4%-63.9pp | 76.0%-65.5pp | 67.9%-57.4pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.87%-25.9pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $445 | $4,218-89.4% | $4,851-90.8% | $4,291-89.6% |
| Admin fee / account holder | $51 | $2,708-98.1% | $8,253-99.4% | $1,588-96.8% |