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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 | $1,093 | $57,590-98.1% | $86,233-98.7% | $82,448-98.7% |
| Participation rate | 26.5% | 57.9%-31.4pp | 69.0%-42.5pp | 68.1%-41.6pp |
| Annual return | 25.43% | 22.41%+3.0pp | 61.39%-36.0pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $132 | $3,080-95.7% | $4,559-97.1% | $4,139-96.8% |
| Admin fee / account holder | $3 | $4,730-99.9% | $8,342-100.0% | $7,234-100.0% |