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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 | $3,402 | $37,446-90.9% | $77,513-95.6% | $79,852-95.7% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 19.75% | 39.76%-20.0pp | 54.81%-35.1pp | 31.72%-12.0pp |
| Employer contribution / active EE | $127 | $637-80.1% | $987-87.1% | $2,471-94.9% |
| Participant deferral / active EE | $188 | $1,261-85.1% | $1,861-89.9% | $3,740-95.0% |
| Admin fee / account holder | $10 | $2,506-99.6% | $2,859-99.6% | $5,306-99.8% |