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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 | $1,467 | $36,844-96.0% | $83,854-98.3% | $65,306-97.8% |
| Participation rate | 0.9% | 29.2%-28.3pp | 59.1%-58.2pp | 57.7%-56.8pp |
| Annual return | 0.00% | 22.28%-22.3pp | 31.39%-31.4pp | 21.94%-21.9pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $12 | $1,040-98.9% | $2,035-99.4% | $2,959-99.6% |
| Admin fee / account holder | $3 | $2,546-99.9% | $3,197-99.9% | $3,480-99.9% |