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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 | $6,317 | $83,485-92.4% | $125,180-95.0% | $72,983-91.3% |
| Participation rate | 8.7% | 73.3%-64.6pp | 79.8%-71.1pp | 69.5%-60.8pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $380 | $3,586-89.4% | $4,937-92.3% | $3,608-89.5% |
| Admin fee / account holder | $40 | $5,518-99.3% | $9,703-99.6% | $5,124-99.2% |