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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 | $4,537 | $91,179-95.0% | $178,499-97.5% | $79,852-94.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 11.82% | 24.19%-12.4pp | 151.10%-139.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $808 | $3,236-75.0% | $5,202-84.5% | $3,740-78.4% |
| Admin fee / account holder | $30 | $6,749-99.6% | $13,986-99.8% | $5,306-99.4% |