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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 | $3,099 | $45,087-93.1% | $69,483-95.5% | $72,976-95.8% |
| Participation rate | 43.1% | 68.5%-25.3pp | 74.6%-31.5pp | 69.5%-26.4pp |
| Annual return | 23.23% | 22.67%+0.6pp | 28.99%-5.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $470 | $2,603-82.0% | $3,537-86.7% | $3,608-87.0% |
| Admin fee / account holder | $109 | $3,057-96.4% | $3,841-97.2% | $5,124-97.9% |