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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 | $6,400 | $63,355-89.9% | $91,994-93.0% | $72,983-91.2% |
| Participation rate | 34.5% | 72.5%-38.0pp | 78.6%-44.1pp | 69.5%-35.0pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.03%-69.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $282 | $4,883-94.2% | $5,923-95.2% | $3,608-92.2% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |