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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 | $4,716 | $47,135-90.0% | $149,717-96.8% | $74,440-93.7% |
| Participation rate | 12.5% | 63.4%-51.0pp | 78.8%-66.3pp | 70.7%-58.3pp |
| Annual return | 29.48% | 22.75%+6.7pp | 134.41%-104.9pp | 34.37%-4.9pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $367 | $2,728-86.5% | $5,682-93.5% | $4,529-91.9% |
| Admin fee / account holder | $289 | $343-15.7% | $13,213-97.8% | $348-16.9% |