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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 | $3,916 | $59,804-93.5% | $81,982-95.2% | $79,856-95.1% |
| Participation rate | 25.8% | 61.6%-35.8pp | 69.3%-43.4pp | 69.6%-43.8pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $885 | $2,695-67.2% | $3,722-76.2% | $3,741-76.3% |
| Admin fee / account holder | $65 | $4,288-98.5% | $5,665-98.9% | $5,306-98.8% |