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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 | $3,315 | $63,365-94.8% | $91,994-96.4% | $72,976-95.5% |
| Participation rate | 30.8% | 72.5%-41.7pp | 78.6%-47.9pp | 69.5%-38.7pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,012 | $4,883-79.3% | $5,924-82.9% | $3,608-72.0% |
| Admin fee / account holder | $80 | $4,670-98.3% | $7,744-99.0% | $5,124-98.4% |