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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 | $5,435 | $37,446-85.5% | $77,513-93.0% | $79,852-93.2% |
| Participation rate | 3.3% | 41.5%-38.2pp | 54.2%-50.9pp | 69.6%-66.3pp |
| Annual return | 11.45% | 39.76%-28.3pp | 54.81%-43.4pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $56 | $1,261-95.6% | $1,861-97.0% | $3,740-98.5% |
| Admin fee / account holder | $42 | $2,506-98.3% | $2,859-98.5% | $5,306-99.2% |