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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 | $1,899 | $136,307-98.6% | $106,619-98.2% | $273,970-99.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 78.0%-38.0pp | 83.0%-43.0pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $758 | $4,969-84.7% | $3,930-80.7% | $5,287-85.7% |
| Admin fee / account holder | $18 | $8,625-99.8% | $6,418-99.7% | $10,132-99.8% |