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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 | $1,712 | $36,948-95.4% | $73,658-97.7% | $87,485-98.0% |
| Participation rate | 3.2% | 46.8%-43.6pp | 57.0%-53.9pp | 68.9%-65.8pp |
| Annual return | 47.01% | 28.64%+18.4pp | 29.72%+17.3pp | 26.06%+20.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $34 | $1,379-97.5% | $2,062-98.3% | $4,274-99.2% |
| Admin fee / account holder | $5 | $2,531-99.8% | $3,357-99.9% | $7,775-99.9% |