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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 | $3,188 | $73,787-95.7% | $98,716-96.8% | $82,448-96.1% |
| Participation rate | 2.7% | 61.4%-58.7pp | 69.3%-66.6pp | 68.1%-65.4pp |
| Annual return | 48.74% | 18.57%+30.2pp | 31.81%+16.9pp | 41.64%+7.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $54 | $3,081-98.2% | $4,048-98.7% | $4,139-98.7% |
| Admin fee / account holder | $8 | $6,500-99.9% | $8,703-99.9% | $7,234-99.9% |