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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 | $2,070 | $81,331-97.5% | $155,534-98.7% | $80,935-97.4% |
| Participation rate | 42.7% | 66.3%-23.6pp | 78.2%-35.5pp | 67.7%-25.0pp |
| Annual return | 11.10% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $473 | $3,454-86.3% | $5,630-91.6% | $4,299-89.0% |
| Admin fee / account holder | $156 | $7,999-98.0% | $15,900-99.0% | $6,924-97.7% |