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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 | $2,364 | $55,713-95.8% | $75,901-96.9% | $72,975-96.8% |
| Participation rate | 27.6% | 61.1%-33.5pp | 69.3%-41.7pp | 69.5%-41.9pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $606 | $2,634-77.0% | $3,603-83.2% | $3,608-83.2% |
| Admin fee / account holder | $0 | $3,980-100.0% | $5,420-100.0% | $5,124-100.0% |