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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 | $1,564 | $60,349-97.4% | $74,184-97.9% | $62,881-97.5% |
| Participation rate | 38.5% | 72.7%-34.3pp | 76.6%-38.2pp | 69.3%-30.8pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $624 | $2,856-78.2% | $3,550-82.4% | $3,203-80.5% |
| Admin fee / account holder | $1 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |