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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 | $2,485 | $62,672-96.0% | $185,117-98.7% | $70,126-96.5% |
| Participation rate | 33.3% | 63.8%-30.4pp | 77.3%-43.9pp | 69.5%-36.2pp |
| Annual return | 13.45% | 40.79%-27.3pp | 40.50%-27.0pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $529 | $3,272-83.8% | $5,045-89.5% | $3,332-84.1% |
| Admin fee / account holder | $72 | $3,932-98.2% | $8,159-99.1% | $4,645-98.5% |