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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 | $2,131 | $57,119-96.3% | $85,187-97.5% | $80,935-97.4% |
| Participation rate | 27.3% | 56.4%-29.1pp | 67.5%-40.2pp | 67.7%-40.4pp |
| Annual return | 0.00% | 21.70%-21.7pp | 66.67%-66.7pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $663 | $3,115-78.7% | $4,525-85.4% | $4,299-84.6% |
| Admin fee / account holder | $150 | $4,990-97.0% | $6,162-97.6% | $6,924-97.8% |