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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 | $3,370 | $45,079-92.5% | $69,461-95.1% | $72,983-95.4% |
| Participation rate | 16.7% | 68.5%-51.8pp | 74.6%-57.9pp | 69.5%-52.8pp |
| Annual return | 0.00% | 22.65%-22.7pp | 28.97%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $541 | $2,603-79.2% | $3,536-84.7% | $3,608-85.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |