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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 | $5,272 | $67,602-92.2% | $82,312-93.6% | $70,126-92.5% |
| Participation rate | 16.7% | 72.8%-56.1pp | 76.9%-60.2pp | 69.5%-52.9pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $964 | $2,987-67.7% | $3,706-74.0% | $3,332-71.1% |
| Admin fee / account holder | $20 | $4,512-99.5% | $5,608-99.6% | $4,645-99.6% |