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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 | $5,741 | $54,380-89.4% | $68,509-91.6% | $59,633-90.4% |
| Participation rate | 10.8% | 70.2%-59.4pp | 74.7%-63.9pp | 68.7%-57.9pp |
| Annual return | -1.01% | 2.83%-3.8pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $202 | $2,643-92.4% | $3,382-94.0% | $3,192-93.7% |
| Admin fee / account holder | $14 | $3,885-99.7% | $5,275-99.7% | $4,297-99.7% |