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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 | $2,423 | $53,127-95.4% | $86,587-97.2% | $70,131-96.5% |
| Participation rate | 44.7% | 65.3%-20.6pp | 73.5%-28.8pp | 69.5%-24.8pp |
| Annual return | 18.41% | 27.66%-9.3pp | 964.86%-946.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $662 | $2,696-75.4% | $3,609-81.6% | $3,332-80.1% |
| Admin fee / account holder | $71 | $3,585-98.0% | $4,906-98.6% | $4,645-98.5% |