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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 | $2,941 | $57,065-94.8% | $75,670-96.1% | $70,131-95.8% |
| Participation rate | 41.9% | 68.1%-26.2pp | 72.3%-30.5pp | 69.5%-27.7pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $694 | $2,580-73.1% | $3,142-77.9% | $3,332-79.2% |
| Admin fee / account holder | $1 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |