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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 | $2,039 | $45,079-95.5% | $69,461-97.1% | $72,983-97.2% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 29.71% | 22.65%+7.1pp | 28.97%+0.7pp | 81.01%-51.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $598 | $2,603-77.0% | $3,536-83.1% | $3,608-83.4% |
| Admin fee / account holder | $21 | $3,056-99.3% | $3,840-99.5% | $5,124-99.6% |