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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 | $2,004 | $45,566-95.6% | $64,105-96.9% | $59,633-96.6% |
| Participation rate | 21.4% | 60.2%-38.7pp | 68.2%-46.7pp | 68.7%-47.2pp |
| Annual return | 6.31% | 4.95%+1.4pp | 791.24%-784.9pp | 2041.45%-2035.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $254 | $2,057-87.6% | $2,822-91.0% | $3,192-92.0% |
| Admin fee / account holder | $12 | $3,268-99.6% | $4,499-99.7% | $4,297-99.7% |