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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 | $3,584 | $59,332-94.0% | $90,223-96.0% | $59,633-94.0% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.0%-54.0pp | 68.7%-43.7pp |
| Annual return | 0.00% | 3.25%-3.2pp | 1.31%-1.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $868 | $4,369-80.1% | $5,792-85.0% | $3,192-72.8% |
| Admin fee / account holder | $0 | $5,032-100.0% | $7,406-100.0% | $4,297-100.0% |