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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 | $3,909 | $49,025-92.0% | $87,502-95.5% | $62,881-93.8% |
| Participation rate | 60.0% | 64.9%-4.9pp | 73.8%-13.8pp | 69.3%-9.3pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $440 | $2,289-80.8% | $3,149-86.0% | $3,203-86.2% |
| Admin fee / account holder | $1 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |