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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 | $3,831 | $27,800-86.2% | $58,561-93.5% | $71,511-94.6% |
| Participation rate | 12.6% | 34.6%-22.0pp | 50.9%-38.3pp | 67.9%-55.3pp |
| Annual return | 22.85% | 26.80%-4.0pp | 4251.33%-4228.5pp | 28.86%-6.0pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $173 | $1,208-85.6% | $1,923-91.0% | $4,291-96.0% |
| Admin fee / account holder | $275 | $1,637-83.2% | $2,520-89.1% | $1,588-82.7% |