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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 | $3,120 | $52,306-94.0% | $69,779-95.5% | $62,881-95.0% |
| Participation rate | 8.2% | 67.2%-59.0pp | 71.8%-63.6pp | 69.3%-61.1pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $249 | $2,395-89.6% | $2,931-91.5% | $3,203-92.2% |
| Admin fee / account holder | $1 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |