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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 | $5,055 | $99,032-94.9% | $80,022-93.7% | $135,382-96.3% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | 3.65% | 15.39%-11.7pp | 11.22%-7.6pp | 519.77%-516.1pp |
| Employer contribution / active EE | $2,373 | $3,043-22.0% | $2,468-3.9% | $4,779-50.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3 | $10,436-100.0% | $6,521-100.0% | $10,829-100.0% |