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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 | $12,879 | $39,162-67.1% | $100,671-87.2% | $59,632-78.4% |
| Participation rate | 21.0% | 55.9%-34.9pp | 70.7%-49.7pp | 68.7%-47.7pp |
| Annual return | 1.16% | 21.07%-19.9pp | 20.43%-19.3pp | 2041.32%-2040.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $650 | $1,992-67.4% | $3,144-79.3% | $3,192-79.6% |
| Admin fee / account holder | $13 | $2,969-99.6% | $4,850-99.7% | $4,297-99.7% |