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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 | $4,679 | $49,177-90.5% | $79,467-94.1% | $64,173-92.7% |
| Participation rate | 37.8% | 65.0%-27.2pp | 73.3%-35.5pp | 69.6%-31.7pp |
| Annual return | 15.95% | -1.16%+17.1pp | 718.30%-702.4pp | 7.63%+8.3pp |
| Employer contribution / active EE | $684 | $2,076-67.1% | $2,800-75.6% | $2,381-71.3% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $191 | $3,839-95.0% | $5,104-96.2% | $4,887-96.1% |