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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 | $11,151 | $47,977-76.8% | $154,108-92.8% | $56,289-80.2% |
| Participation rate | 3.9% | 66.2%-62.3pp | 83.0%-79.2pp | 69.9%-66.0pp |
| Annual return | 5.81% | 3.54%+2.3pp | 735.21%-729.4pp | -9.96%+15.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $99 | $2,392-95.9% | $5,081-98.0% | $3,350-97.0% |
| Admin fee / account holder | $30 | $438-93.2% | $13,411-99.8% | $521-94.2% |