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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 | $1,226 | $92,219-98.7% | $76,767-98.4% | $135,380-99.1% |
| Participation rate | 26.7% | 79.8%-53.1pp | 77.0%-50.3pp | 82.6%-56.0pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $404 | $4,508-91.0% | $3,852-89.5% | $5,609-92.8% |
| Admin fee / account holder | $153 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |