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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 | $5,086 | $72,404-93.0% | $110,243-95.4% | $64,173-92.1% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-25.0pp | 69.6%-14.7pp |
| Annual return | 14.44% | -6.29%+20.7pp | 314.76%-300.3pp | 7.63%+6.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,456 | $3,469-58.0% | $4,672-68.8% | $3,470-58.0% |
| Admin fee / account holder | $8 | $5,664-99.9% | $8,548-99.9% | $4,887-99.8% |