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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 | $2,361 | $77,638-97.0% | $156,551-98.5% | $62,881-96.2% |
| Participation rate | 59.3% | 71.2%-11.9pp | 84.0%-24.8pp | 69.3%-10.0pp |
| Annual return | 8.85% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $555 | $3,046-81.8% | $4,871-88.6% | $3,203-82.7% |
| Admin fee / account holder | $58 | $5,561-99.0% | $13,028-99.6% | $4,296-98.6% |