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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 | $2,308 | $81,331-97.2% | $155,534-98.5% | $80,935-97.1% |
| Participation rate | 13.2% | 66.3%-53.1pp | 78.2%-65.1pp | 67.7%-54.5pp |
| Annual return | 19.59% | 33.37%-13.8pp | 64.92%-45.3pp | 35.66%-16.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $198 | $3,454-94.3% | $5,630-96.5% | $4,299-95.4% |
| Admin fee / account holder | $20 | $7,999-99.7% | $15,900-99.9% | $6,924-99.7% |