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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 | $3,569 | $81,504-95.6% | $102,437-96.5% | $80,959-95.6% |
| Participation rate | 3.2% | 66.9%-63.6pp | 74.5%-71.3pp | 67.7%-64.4pp |
| Annual return | 14.33% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $51 | $3,871-98.7% | $5,060-99.0% | $4,300-98.8% |
| Admin fee / account holder | $12 | $6,719-99.8% | $8,388-99.9% | $6,925-99.8% |