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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 | $12,100 | $45,438-73.4% | $80,004-84.9% | $59,633-79.7% |
| Participation rate | 23.7% | 63.7%-40.0pp | 73.0%-49.3pp | 68.7%-44.9pp |
| Annual return | 0.17% | 5.10%-4.9pp | 7.63%-7.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $754 | $2,231-66.2% | $3,204-76.5% | $3,192-76.4% |
| Admin fee / account holder | $55 | $3,464-98.4% | $5,033-98.9% | $4,297-98.7% |