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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 | $4,121 | $64,909-93.7% | $82,312-95.0% | $62,293-93.4% |
| Participation rate | 25.5% | 74.9%-49.4pp | 76.9%-51.4pp | 69.5%-44.0pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $893 | $3,103-71.2% | $3,706-75.9% | $3,169-71.8% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |