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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 | $4,383 | $45,050-90.3% | $63,018-93.0% | $70,126-93.7% |
| Participation rate | 7.7% | 69.5%-61.8pp | 74.8%-67.1pp | 69.5%-61.8pp |
| Annual return | 90.85% | 18.76%+72.1pp | 87.62%+3.2pp | 73.15%+17.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $183 | $2,466-92.6% | $3,330-94.5% | $3,332-94.5% |
| Admin fee / account holder | $107 | $2,834-96.2% | $3,601-97.0% | $4,645-97.7% |