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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 | $2,509 | $138,386-98.2% | $184,260-98.6% | $80,935-96.9% |
| Participation rate | 7.3% | 83.9%-76.6pp | 86.8%-79.5pp | 67.7%-60.3pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.84%-28.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $180 | $7,076-97.5% | $9,133-98.0% | $4,299-95.8% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,898-100.0% | $6,924-100.0% |