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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 | $1,489 | $48,337-96.9% | $67,560-97.8% | $80,959-98.2% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.7%-37.7pp |
| Annual return | 13.24% | 18.26%-5.0pp | 3533.50%-3520.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $136 | $2,928-95.4% | $4,004-96.6% | $4,300-96.8% |
| Admin fee / account holder | $275 | $3,695-92.6% | $3,994-93.1% | $6,925-96.0% |