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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 | $3,581 | $67,602-94.7% | $82,312-95.6% | $70,126-94.9% |
| Participation rate | 29.3% | 72.8%-43.5pp | 76.9%-47.6pp | 69.5%-40.3pp |
| Annual return | 36.43% | 21.57%+14.9pp | 25.88%+10.6pp | 73.15%-36.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $810 | $2,987-72.9% | $3,706-78.1% | $3,332-75.7% |
| Admin fee / account holder | $63 | $4,512-98.6% | $5,608-98.9% | $4,645-98.6% |