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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 | $5,564 | $47,848-88.4% | $81,473-93.2% | $70,126-92.1% |
| Participation rate | 13.0% | 58.3%-45.3pp | 68.0%-55.0pp | 69.5%-56.6pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $592 | $1,527-61.2% | $2,568-76.9% | $2,343-74.7% |
| Participant deferral / active EE | $127 | $2,453-94.8% | $3,537-96.4% | $3,332-96.2% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |