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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 | $6,295 | $91,424-93.1% | $135,942-95.4% | $71,495-91.2% |
| Participation rate | 15.2% | 75.7%-60.5pp | 81.9%-66.7pp | 67.9%-52.8pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.28%-68.3pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,001 | $7,092-85.9% | $7,759-87.1% | $4,291-76.7% |
| Admin fee / account holder | $210 | $1,266-83.4% | $10,764-98.1% | $1,588-86.8% |