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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 | $3,298 | $72,269-95.4% | $101,271-96.7% | $79,852-95.9% |
| Participation rate | 23.7% | 68.5%-44.8pp | 75.8%-52.1pp | 69.6%-46.0pp |
| Annual return | 13.92% | 22.29%-8.4pp | 46.48%-32.6pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $50 | $3,282-98.5% | $4,371-98.9% | $3,740-98.7% |
| Admin fee / account holder | $101 | $4,401-97.7% | $5,948-98.3% | $5,306-98.1% |