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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 | $1,280 | $57,590-97.8% | $86,233-98.5% | $82,448-98.4% |
| Participation rate | 52.0% | 57.9%-5.9pp | 69.0%-17.0pp | 68.1%-16.1pp |
| Annual return | 19.52% | 22.41%-2.9pp | 61.39%-41.9pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $156 | $3,080-95.0% | $4,559-96.6% | $4,139-96.2% |
| Admin fee / account holder | $81 | $4,730-98.3% | $8,342-99.0% | $7,234-98.9% |