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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 | $3,069 | $54,541-94.4% | $78,778-96.1% | $70,126-95.6% |
| Participation rate | 34.3% | 60.8%-26.5pp | 69.2%-34.9pp | 69.5%-35.3pp |
| Annual return | 72.06% | 21.07%+51.0pp | 35.62%+36.4pp | 73.15%-1.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $886 | $2,210-59.9% | $2,958-70.1% | $3,332-73.4% |
| Admin fee / account holder | $278 | $3,709-92.5% | $5,134-94.6% | $4,645-94.0% |