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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 | $1,739 | $106,749-98.4% | $145,433-98.8% | $82,448-97.9% |
| Participation rate | 52.6% | 75.6%-23.0pp | 82.1%-29.5pp | 68.1%-15.4pp |
| Annual return | 16.60% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $226 | $6,519-96.5% | $7,897-97.1% | $4,139-94.5% |
| Admin fee / account holder | $257 | $8,390-96.9% | $13,129-98.0% | $7,234-96.5% |