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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 | $2,747 | $69,977-96.1% | $108,582-97.5% | $62,881-95.6% |
| Participation rate | 42.5% | 72.9%-30.4pp | 79.6%-37.1pp | 69.3%-26.8pp |
| Annual return | 6.26% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $622 | $3,165-80.3% | $4,311-85.6% | $3,203-80.6% |
| Admin fee / account holder | $105 | $5,076-97.9% | $7,645-98.6% | $4,296-97.6% |