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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 | $1,067 | $73,787-98.6% | $98,716-98.9% | $82,448-98.7% |
| Participation rate | 11.6% | 61.4%-49.8pp | 69.3%-57.7pp | 68.1%-56.5pp |
| Annual return | 0.00% | 18.57%-18.6pp | 31.81%-31.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $110 | $3,081-96.4% | $4,048-97.3% | $4,139-97.3% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |