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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 | $2,086 | $57,590-96.4% | $86,233-97.6% | $82,448-97.5% |
| Participation rate | 35.8% | 57.9%-22.0pp | 69.0%-33.2pp | 68.1%-32.2pp |
| Annual return | 21.34% | 22.41%-1.1pp | 61.39%-40.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16 | $3,080-99.5% | $4,559-99.6% | $4,139-99.6% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |