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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 | $1,957 | $37,446-94.8% | $77,513-97.5% | $79,852-97.5% |
| Participation rate | 12.8% | 41.5%-28.7pp | 54.2%-41.4pp | 69.6%-56.8pp |
| Annual return | 12.37% | 39.76%-27.4pp | 54.81%-42.4pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $45 | $1,261-96.4% | $1,861-97.6% | $3,740-98.8% |
| Admin fee / account holder | $32 | $2,506-98.7% | $2,859-98.9% | $5,306-99.4% |