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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 | $2,111 | $73,848-97.1% | $143,799-98.5% | $68,486-96.9% |
| Participation rate | 9.7% | 66.7%-57.0pp | 80.3%-70.6pp | 67.9%-58.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $203 | $3,385-94.0% | $5,638-96.4% | $4,028-95.0% |
| Admin fee / account holder | $23 | $5,755-99.6% | $14,677-99.8% | $5,404-99.6% |