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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 | $2,894 | $64,359-95.5% | $90,161-96.8% | $70,126-95.9% |
| Participation rate | 42.6% | 70.4%-27.8pp | 76.9%-34.3pp | 69.5%-26.9pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,153 | $4,389-73.7% | $5,287-78.2% | $3,332-65.4% |
| Admin fee / account holder | $42 | $3,945-98.9% | $5,943-99.3% | $4,645-99.1% |