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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 | $7,865 | $48,050-83.6% | $85,969-90.9% | $59,633-86.8% |
| Participation rate | 5.3% | 64.5%-59.2pp | 76.5%-71.3pp | 68.7%-63.4pp |
| Annual return | -0.40% | 0.29%-0.7pp | 9.32%-9.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $34 | $2,249-98.5% | $3,829-99.1% | $3,192-98.9% |
| Admin fee / account holder | $18 | $3,206-99.5% | $6,053-99.7% | $4,297-99.6% |