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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 | $1,373 | $89,093-98.5% | $102,434-98.7% | $77,736-98.2% |
| Participation rate | 9.2% | 80.9%-71.7pp | 76.5%-67.3pp | 70.6%-61.4pp |
| Annual return | 0.00% | 25.03%-25.0pp | 29.46%-29.5pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $126 | $5,147-97.5% | $5,055-97.5% | $4,651-97.3% |
| Admin fee / account holder | $51 | $236-78.3% | $9,462-99.5% | $433-88.2% |