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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 | $1,245 | $91,517-98.6% | $101,275-98.8% | $73,412-98.3% |
| Participation rate | 14.4% | 73.8%-59.3pp | 75.8%-61.4pp | 72.2%-57.7pp |
| Annual return | 0.00% | 17.17%-17.2pp | 46.48%-46.5pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $172 | $3,338-94.8% | $4,371-96.1% | $3,806-95.5% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |