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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 | $1,787 | $84,236-97.9% | $170,435-99.0% | $70,126-97.5% |
| Participation rate | 25.6% | 70.8%-45.2pp | 83.6%-58.0pp | 69.5%-43.9pp |
| Annual return | 22.25% | 23.06%-0.8pp | 205.94%-183.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $261 | $3,086-91.5% | $4,939-94.7% | $3,332-92.2% |
| Admin fee / account holder | $171 | $5,698-97.0% | $13,881-98.8% | $4,645-96.3% |