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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 | $2,786 | $37,446-92.6% | $77,513-96.4% | $79,852-96.5% |
| Participation rate | 9.4% | 41.5%-32.2pp | 54.2%-44.8pp | 69.6%-60.3pp |
| Annual return | 28.14% | 39.76%-11.6pp | 54.81%-26.7pp | 31.72%-3.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $202 | $1,261-84.0% | $1,861-89.1% | $3,740-94.6% |
| Admin fee / account holder | $66 | $2,506-97.4% | $2,859-97.7% | $5,306-98.8% |