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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 | $1,041 | $75,963-98.6% | $97,995-98.9% | $70,126-98.5% |
| Participation rate | 53.3% | 77.0%-23.6pp | 82.4%-29.1pp | 69.5%-16.2pp |
| Annual return | 0.00% | 19.26%-19.3pp | 23.94%-23.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $551 | $4,053-86.4% | $5,097-89.2% | $3,332-83.5% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |