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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 | $2,201 | $81,358-97.3% | $155,556-98.6% | $80,959-97.3% |
| Participation rate | 7.3% | 66.3%-58.9pp | 78.2%-70.9pp | 67.7%-60.4pp |
| Annual return | 13.64% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5 | $3,455-99.9% | $5,631-99.9% | $4,300-99.9% |
| Admin fee / account holder | $10 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |