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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 | $2,061 | $76,407-97.3% | $150,298-98.6% | $82,448-97.5% |
| Participation rate | 24.1% | 66.4%-42.3pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 30.02% | 39.99%-10.0pp | 62.79%-32.8pp | 41.64%-11.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $246 | $3,214-92.4% | $5,453-95.5% | $4,139-94.1% |
| Admin fee / account holder | $116 | $6,352-98.2% | $14,116-99.2% | $7,234-98.4% |