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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 | $20,348 | $77,472-73.7% | $100,392-79.7% | $80,935-74.9% |
| Participation rate | 3.8% | 76.9%-73.1pp | 81.5%-77.7pp | 67.7%-63.8pp |
| Annual return | 12.68% | 37.26%-24.6pp | 49.45%-36.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $255 | $6,818-96.3% | $8,090-96.8% | $4,299-94.1% |
| Admin fee / account holder | $90 | $5,885-98.5% | $7,904-98.9% | $6,924-98.7% |