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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 | $2,011 | $103,949-98.1% | $69,182-97.1% | $273,972-99.3% |
| Participation rate | 65.0% | 67.4%-2.4pp | 55.1%+9.9pp | 83.0%-18.0pp |
| Annual return | 5.22% | 35.28%-30.1pp | -21.93%+27.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $751 | $1,783-57.9% | $1,206-37.7% | $4,869-84.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31 | $3,671-99.2% | $2,697-98.9% | $10,133-99.7% |