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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 | $2,274 | $78,428-97.1% | $95,960-97.6% | $79,852-97.2% |
| Participation rate | 2.6% | 73.5%-70.9pp | 77.1%-74.4pp | 69.6%-67.0pp |
| Annual return | 16.04% | 19.37%-3.3pp | 91.63%-75.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $65 | $3,440-98.1% | $4,167-98.4% | $3,740-98.3% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |