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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 | $1,259 | $76,371-98.4% | $93,621-98.7% | $72,975-98.3% |
| Participation rate | 64.8% | 71.8%-7.0pp | 75.8%-11.0pp | 69.5%-4.7pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $786 | $3,538-77.8% | $4,070-80.7% | $3,608-78.2% |
| Admin fee / account holder | $7 | $6,839-99.9% | $7,890-99.9% | $5,124-99.9% |