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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 | $6,293 | $54,380-88.4% | $68,509-90.8% | $59,633-89.4% |
| Participation rate | 55.9% | 70.2%-14.3pp | 74.7%-18.8pp | 68.7%-12.7pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $374 | $1,539-75.7% | $2,278-83.6% | $2,203-83.0% |
| Participant deferral / active EE | $1,030 | $2,643-61.0% | $3,382-69.6% | $3,192-67.7% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |