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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 | $6,000 | $80,748-92.6% | $102,383-94.1% | $74,429-91.9% |
| Participation rate | 26.0% | 65.7%-39.7pp | 74.5%-48.5pp | 67.2%-41.2pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,478 | $3,861-61.7% | $5,060-70.8% | $4,348-66.0% |
| Admin fee / account holder | $279 | $2,371-88.2% | $8,391-96.7% | $1,944-85.6% |