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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 | $1,486 | $75,541-98.0% | $152,093-99.0% | $82,637-98.2% |
| Participation rate | 29.0% | 66.5%-37.5pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 18.13% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $47 | $3,206-98.5% | $5,451-99.1% | $4,126-98.9% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |