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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 | $1,977 | $97,020-98.0% | $83,327-97.6% | $135,380-98.5% |
| Participation rate | 47.4% | 80.4%-33.0pp | 77.8%-30.4pp | 82.6%-35.3pp |
| Annual return | 3.87% | 12.31%-8.4pp | 10.64%-6.8pp | 519.81%-515.9pp |
| Employer contribution / active EE | $1,172 | $4,144-71.7% | $3,379-65.3% | $4,779-75.5% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |