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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 | $1,842 | $68,852-97.3% | $120,524-98.5% | $80,925-97.7% |
| Participation rate | 13.8% | 61.6%-47.8pp | 71.9%-58.1pp | 67.7%-53.9pp |
| Annual return | 11.84% | 23.67%-11.8pp | 107.36%-95.5pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $124 | $3,187-96.1% | $4,994-97.5% | $4,299-97.1% |
| Admin fee / account holder | $14 | $5,781-99.8% | $9,440-99.9% | $6,940-99.8% |