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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 | $2,616 | $72,272-96.4% | $101,264-97.4% | $79,858-96.7% |
| Participation rate | 20.0% | 68.5%-48.5pp | 75.8%-55.8pp | 69.6%-49.6pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $564 | $3,282-82.8% | $4,370-87.1% | $3,740-84.9% |
| Admin fee / account holder | $24 | $4,401-99.5% | $5,947-99.6% | $5,306-99.6% |