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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 | $2,278 | $73,839-96.9% | $143,788-98.4% | $68,495-96.7% |
| Participation rate | 19.4% | 66.7%-47.3pp | 80.3%-61.0pp | 67.9%-48.5pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $790 | $3,384-76.7% | $5,638-86.0% | $4,028-80.4% |
| Admin fee / account holder | $231 | $5,755-96.0% | $14,675-98.4% | $5,403-95.7% |