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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 | $6,209 | $72,388-91.4% | $111,392-94.4% | $64,173-90.3% |
| Participation rate | 27.3% | 70.5%-43.2pp | 78.9%-51.6pp | 69.6%-42.3pp |
| Annual return | 0.00% | -1.50%+1.5pp | -2.06%+2.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $550 | $4,241-87.0% | $5,567-90.1% | $3,470-84.2% |
| Admin fee / account holder | $107 | $5,719-98.1% | $12,266-99.1% | $4,887-97.8% |