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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 | $2,654 | $61,356-95.7% | $149,696-98.2% | $71,511-96.3% |
| Participation rate | 13.9% | 62.5%-48.6pp | 78.8%-64.9pp | 67.9%-54.0pp |
| Annual return | 28.01% | 35.86%-7.9pp | 134.46%-106.4pp | 28.86%-0.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $204 | $2,920-93.0% | $5,682-96.4% | $4,291-95.2% |
| Admin fee / account holder | $189 | $1,263-85.1% | $13,212-98.6% | $1,588-88.1% |