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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 | $3,074 | $51,283-94.0% | $95,740-96.8% | $71,511-95.7% |
| Participation rate | 4.3% | 63.1%-58.8pp | 72.3%-68.0pp | 67.9%-63.7pp |
| Annual return | 0.00% | 25.25%-25.2pp | 28.41%-28.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $128 | $3,365-96.2% | $4,244-97.0% | $4,291-97.0% |
| Admin fee / account holder | $118 | $1,135-89.6% | $5,676-97.9% | $1,588-92.6% |