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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 | $21,092 | $54,380-61.2% | $68,509-69.2% | $59,633-64.6% |
| Participation rate | 58.6% | 70.2%-11.6pp | 74.7%-16.1pp | 68.7%-10.0pp |
| Annual return | -0.54% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $650 | $2,643-75.4% | $3,382-80.8% | $3,192-79.6% |
| Admin fee / account holder | $141 | $3,885-96.4% | $5,275-97.3% | $4,297-96.7% |