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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 | $1,803 | $64,311-97.2% | $57,356-96.9% | $125,389-98.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 83.2%-23.2pp |
| Annual return | 0.55% | 25.14%-24.6pp | 24.41%-23.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $252 | $3,846-93.4% | $3,162-92.0% | $5,352-95.3% |
| Admin fee / account holder | $153 | $5,243-97.1% | $3,357-95.4% | $9,541-98.4% |