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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 | $2,444 | $67,411-96.4% | $91,004-97.3% | $70,126-96.5% |
| Participation rate | 53.8% | 71.4%-17.5pp | 75.6%-21.8pp | 69.5%-15.7pp |
| Annual return | 28.05% | -40.16%+68.2pp | 4.60%+23.4pp | 73.15%-45.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $908 | $2,823-67.8% | $3,548-74.4% | $3,332-72.8% |
| Admin fee / account holder | $6 | $4,236-99.9% | $5,417-99.9% | $4,645-99.9% |