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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 | $4,591 | $88,042-94.8% | $138,135-96.7% | $79,858-94.3% |
| Participation rate | 37.5% | 71.4%-33.9pp | 78.7%-41.2pp | 69.6%-32.1pp |
| Annual return | 0.00% | 20.58%-20.6pp | 20.51%-20.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $964 | $4,704-79.5% | $6,431-85.0% | $3,740-74.2% |
| Admin fee / account holder | $30 | $7,791-99.6% | $11,856-99.7% | $5,306-99.4% |