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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 | $1,662 | $43,075-96.1% | $74,577-97.8% | $62,881-97.4% |
| Participation rate | 1.5% | 58.1%-56.6pp | 68.1%-66.6pp | 69.3%-67.8pp |
| Annual return | 5.01% | 17.50%-12.5pp | 20.47%-15.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $38 | $2,389-98.4% | $3,458-98.9% | $3,203-98.8% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |