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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 | $3,742 | $64,359-94.2% | $90,161-95.8% | $70,126-94.7% |
| Participation rate | 47.9% | 70.4%-22.5pp | 76.9%-29.0pp | 69.5%-21.6pp |
| Annual return | 55.40% | 28.13%+27.3pp | 34.89%+20.5pp | 73.15%-17.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,394 | $4,389-68.2% | $5,287-73.6% | $3,332-58.2% |
| Admin fee / account holder | $45 | $3,945-98.8% | $5,943-99.2% | $4,645-99.0% |