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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 | $1,927 | $71,873-97.3% | $86,698-97.8% | $68,490-97.2% |
| Participation rate | 3.5% | 72.2%-68.7pp | 76.6%-73.1pp | 67.9%-64.4pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $69 | $3,779-98.2% | $4,656-98.5% | $4,028-98.3% |
| Admin fee / account holder | $5 | $6,110-99.9% | $7,492-99.9% | $5,403-99.9% |