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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 | $1,906 | $86,949-97.8% | $102,460-98.1% | $80,959-97.6% |
| Participation rate | 6.7% | 72.4%-65.7pp | 76.5%-69.8pp | 67.7%-61.0pp |
| Annual return | 26.22% | 18.89%+7.3pp | 29.47%-3.3pp | 35.67%-9.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $102 | $4,121-97.5% | $5,056-98.0% | $4,300-97.6% |
| Admin fee / account holder | $5 | $8,048-99.9% | $9,460-99.9% | $6,925-99.9% |