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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 | $941 | $55,002-98.3% | $59,899-98.4% | $56,289-98.3% |
| Participation rate | 34.4% | 75.9%-41.5pp | 74.7%-40.3pp | 69.9%-35.5pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $420 | $3,121-86.6% | $3,402-87.7% | $3,350-87.5% |
| Admin fee / account holder | $24 | $236-90.0% | $3,592-99.3% | $521-95.5% |