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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 | $1,550 | $73,863-97.9% | $143,797-98.9% | $68,490-97.7% |
| Participation rate | 12.8% | 66.7%-53.9pp | 80.3%-67.5pp | 67.9%-55.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $219 | $3,385-93.5% | $5,638-96.1% | $4,028-94.6% |
| Admin fee / account holder | $127 | $5,756-97.8% | $14,679-99.1% | $5,403-97.7% |