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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 | $1,390 | $57,352-97.6% | $83,831-98.3% | $64,173-97.8% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.9pp | 69.6%-30.3pp |
| Annual return | 12.89% | 11.38%+1.5pp | 850.99%-838.1pp | 7.63%+5.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $471 | $2,993-84.3% | $4,082-88.5% | $3,470-86.4% |
| Admin fee / account holder | $55 | $4,046-98.6% | $5,479-99.0% | $4,887-98.9% |