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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 | $2,481 | $93,346-97.3% | $71,796-96.5% | $273,972-99.1% |
| Participation rate | 10.5% | 76.5%-66.0pp | 69.1%-58.6pp | 83.0%-72.5pp |
| Annual return | 13.32% | 130.39%-117.1pp | 78.04%-64.7pp | 41.46%-28.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $157 | $3,475-95.5% | $2,794-94.4% | $5,287-97.0% |
| Admin fee / account holder | $106 | $6,571-98.4% | $4,815-97.8% | $10,133-99.0% |