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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 | $3,232 | $39,132-91.7% | $57,196-94.3% | $62,881-94.9% |
| Participation rate | 2.2% | 70.5%-68.3pp | 75.3%-73.1pp | 69.3%-67.1pp |
| Annual return | 7.34% | 9.24%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $17 | $2,374-99.3% | $3,096-99.4% | $3,203-99.5% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |