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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 | $3,667 | $49,940-92.7% | $95,740-96.2% | $74,460-95.1% |
| Participation rate | 0.0% | 66.8%-66.8pp | 72.3%-72.3pp | 70.7%-70.7pp |
| Annual return | 23.48% | 24.92%-1.4pp | 28.41%-4.9pp | 34.38%-10.9pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $2,836-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $771 | $3,753-79.5% | $4,244-81.8% | $4,530-83.0% |
| Admin fee / account holder | $297 | $300-1.1% | $5,676-94.8% | $348-14.7% |