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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 | $6,434 | $37,436-82.8% | $77,513-91.7% | $79,858-91.9% |
| Participation rate | 5.6% | 41.5%-36.0pp | 54.2%-48.6pp | 69.6%-64.1pp |
| Annual return | 0.00% | 39.75%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $119 | $637-81.3% | $987-87.9% | $2,471-95.2% |
| Participant deferral / active EE | $194 | $1,261-84.6% | $1,861-89.6% | $3,740-94.8% |
| Admin fee / account holder | $21 | $2,505-99.2% | $2,859-99.3% | $5,306-99.6% |