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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 | $2,200 | $52,279-95.8% | $89,435-97.5% | $79,856-97.2% |
| Participation rate | 46.3% | 57.5%-11.2pp | 68.0%-21.7pp | 69.6%-23.3pp |
| Annual return | 26.02% | 22.16%+3.9pp | 245.55%-219.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $616 | $2,740-77.5% | $3,890-84.2% | $3,741-83.5% |
| Admin fee / account holder | $105 | $3,356-96.9% | $4,884-97.8% | $5,306-98.0% |