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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 | $26,730 | $363,850-92.7% | $155,789-82.8% | - |
| Participation rate | 19.2% | 50.7%-31.5pp | 76.1%-56.9pp | - |
| Annual return | 0.89% | -3.26%+4.1pp | 71.54%-70.6pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,839-100.0% | - |
| Participant deferral / active EE | $615 | $2,383-74.2% | $4,798-87.2% | - |
| Admin fee / account holder | $259 | $13,180-98.0% | $7,477-96.5% | - |