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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 | $2,785 | $37,446-92.6% | $77,552-96.4% | $79,856-96.5% |
| Participation rate | 11.5% | 41.5%-30.0pp | 54.2%-42.7pp | 69.6%-58.1pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $136 | $637-78.6% | $987-86.2% | $2,471-94.5% |
| Participant deferral / active EE | $140 | $1,261-88.9% | $1,861-92.5% | $3,741-96.3% |
| Admin fee / account holder | $3 | $2,506-99.9% | $2,859-99.9% | $5,306-99.9% |