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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 | $3,937 | $53,774-92.7% | $134,162-97.1% | $79,852-95.1% |
| Participation rate | 17.2% | 58.8%-41.5pp | 72.2%-54.9pp | 69.6%-52.4pp |
| Annual return | 38.15% | 19.01%+19.1pp | 36.35%+1.8pp | 31.72%+6.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $419 | $2,420-82.7% | $3,500-88.0% | $3,740-88.8% |
| Admin fee / account holder | $20 | $3,985-99.5% | $6,685-99.7% | $5,306-99.6% |