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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 | $3,614 | $58,600-93.8% | $83,327-95.7% | $64,173-94.4% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,929 | $4,656-58.6% | $5,565-65.3% | $3,470-44.4% |
| Admin fee / account holder | $7 | $9,282-99.9% | $7,540-99.9% | $4,887-99.9% |