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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 | $5,773 | $72,607-92.0% | $90,259-93.6% | $87,485-93.4% |
| Participation rate | 1.9% | 64.8%-62.9pp | 70.7%-68.8pp | 68.9%-67.0pp |
| Annual return | 18.19% | 18.59%-0.4pp | 18.88%-0.7pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $25 | $3,055-99.2% | $3,827-99.3% | $4,274-99.4% |
| Admin fee / account holder | $21 | $5,947-99.6% | $7,267-99.7% | $7,775-99.7% |