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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 | $3,564 | $49,177-92.8% | $79,467-95.5% | $64,173-94.4% |
| Participation rate | 12.5% | 65.0%-52.5pp | 73.3%-60.8pp | 69.6%-57.1pp |
| Annual return | 23.73% | -1.16%+24.9pp | 718.30%-694.6pp | 7.63%+16.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $286 | $2,821-89.9% | $3,704-92.3% | $3,470-91.8% |
| Admin fee / account holder | $40 | $3,839-99.0% | $5,104-99.2% | $4,887-99.2% |