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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 | $4,864 | $53,128-90.8% | $86,582-94.4% | $70,126-93.1% |
| Participation rate | 22.2% | 65.3%-43.1pp | 73.5%-51.3pp | 69.5%-47.3pp |
| Annual return | 12.69% | 27.66%-15.0pp | 965.08%-952.4pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $333 | $2,695-87.7% | $3,609-90.8% | $3,332-90.0% |
| Admin fee / account holder | $136 | $3,584-96.2% | $4,904-97.2% | $4,645-97.1% |