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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 | $4,298 | $72,177-94.0% | $115,038-96.3% | $59,633-92.8% |
| Participation rate | 39.4% | 72.6%-33.2pp | 81.4%-42.0pp | 68.7%-29.3pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,915 | $4,783-60.0% | $6,026-68.2% | $3,192-40.0% |
| Admin fee / account holder | $15 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |