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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 | $1,832 | $96,558-98.1% | $80,977-97.7% | $273,972-99.3% |
| Participation rate | 47.8% | 79.1%-31.3pp | 75.8%-28.0pp | 83.0%-35.2pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $890 | $6,598-86.5% | $5,696-84.4% | $5,287-83.2% |
| Admin fee / account holder | $55 | $7,493-99.3% | $5,517-99.0% | $10,133-99.5% |