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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 | $11,368 | $45,152-74.8% | $73,835-84.6% | $59,633-80.9% |
| Participation rate | 20.6% | 64.0%-43.4pp | 73.4%-52.9pp | 68.7%-48.1pp |
| Annual return | 0.08% | 27.40%-27.3pp | 2268.13%-2268.1pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $229 | $2,573-91.1% | $3,583-93.6% | $3,192-92.8% |
| Admin fee / account holder | $219 | $3,515-93.8% | $4,880-95.5% | $4,297-94.9% |