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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 | $5,797 | $68,852-91.6% | $120,524-95.2% | $80,925-92.8% |
| Participation rate | 36.0% | 61.6%-25.6pp | 71.9%-35.9pp | 67.7%-31.7pp |
| Annual return | 15.05% | 23.67%-8.6pp | 107.36%-92.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $606 | $3,187-81.0% | $4,994-87.9% | $4,299-85.9% |
| Admin fee / account holder | $126 | $5,781-97.8% | $9,440-98.7% | $6,940-98.2% |