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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 | $3,381 | $49,255-93.1% | $70,494-95.2% | $79,856-95.8% |
| Participation rate | 10.4% | 69.2%-58.7pp | 75.1%-64.6pp | 69.6%-59.2pp |
| Annual return | 15.27% | 30.10%-14.8pp | 109.16%-93.9pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $255 | $2,768-90.8% | $3,711-93.1% | $3,741-93.2% |
| Admin fee / account holder | $20 | $2,879-99.3% | $3,848-99.5% | $5,306-99.6% |