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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 | $1,715 | $79,557-97.8% | $118,746-98.6% | $70,124-97.6% |
| Participation rate | 11.9% | 71.4%-59.5pp | 78.3%-66.4pp | 69.5%-57.6pp |
| Annual return | 0.00% | 25.64%-25.6pp | 24.54%-24.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $200 | $4,089-95.1% | $5,332-96.2% | $3,332-94.0% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |