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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 | $2,175 | $58,828-96.3% | $78,002-97.2% | $62,881-96.5% |
| Participation rate | 57.1% | 71.1%-13.9pp | 75.5%-18.4pp | 69.3%-12.2pp |
| Annual return | 12.16% | 17.16%-5.0pp | 425.99%-413.8pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,053 | $2,686-60.8% | $3,497-69.9% | $3,203-67.1% |
| Admin fee / account holder | $279 | $4,393-93.7% | $5,481-94.9% | $4,296-93.5% |