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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 | $1,407 | $57,119-97.5% | $85,187-98.3% | $80,935-98.3% |
| Participation rate | 5.4% | 56.4%-51.0pp | 67.5%-62.1pp | 67.7%-62.3pp |
| Annual return | 16.74% | 21.70%-5.0pp | 66.67%-49.9pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $35 | $3,115-98.9% | $4,525-99.2% | $4,299-99.2% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |