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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 | $1,931 | $96,558-98.0% | $80,977-97.6% | $273,972-99.3% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 5.71% | 15.14%-9.4pp | 17.11%-11.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $255 | $6,598-96.1% | $5,696-95.5% | $5,287-95.2% |
| Admin fee / account holder | $23 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |