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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 | $1,715 | $45,082-96.2% | $69,464-97.5% | $72,975-97.7% |
| Participation rate | 6.1% | 68.5%-62.4pp | 74.6%-68.5pp | 69.5%-63.4pp |
| Annual return | 29.52% | 22.66%+6.9pp | 28.98%+0.5pp | 81.01%-51.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $46 | $2,604-98.2% | $3,536-98.7% | $3,608-98.7% |
| Admin fee / account holder | $5 | $3,057-99.8% | $3,840-99.9% | $5,124-99.9% |