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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 | $1,620 | $32,037-94.9% | $69,182-97.7% | $62,881-97.4% |
| Participation rate | 6.0% | 43.4%-37.4pp | 55.1%-49.1pp | 69.3%-63.3pp |
| Annual return | 10.01% | 15.16%-5.2pp | -21.93%+31.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $48 | $1,185-96.0% | $1,897-97.5% | $3,203-98.5% |
| Admin fee / account holder | $28 | $2,608-98.9% | $2,697-99.0% | $4,296-99.4% |