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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 | $2,298 | $86,701-97.3% | $73,309-96.9% | $125,389-98.2% |
| Participation rate | 23.5% | 78.6%-55.1pp | 74.9%-51.4pp | 83.2%-59.7pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $850 | $5,549-84.7% | $4,991-83.0% | $5,352-84.1% |
| Admin fee / account holder | $70 | $7,768-99.1% | $5,635-98.8% | $9,541-99.3% |