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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 | $1,926 | $45,079-95.7% | $69,461-97.2% | $72,983-97.4% |
| Participation rate | 35.6% | 68.5%-32.9pp | 74.6%-39.0pp | 69.5%-33.9pp |
| Annual return | 0.00% | 22.65%-22.7pp | 28.97%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $679 | $2,055-67.0% | $2,779-75.6% | $2,440-72.2% |
| Participant deferral / active EE | $114 | $2,603-95.6% | $3,536-96.8% | $3,608-96.8% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |