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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 | $2,554 | $67,894-96.2% | $89,340-97.1% | $82,448-96.9% |
| Participation rate | 22.9% | 64.0%-41.2pp | 69.6%-46.7pp | 68.1%-45.2pp |
| Annual return | 33.52% | 19.21%+14.3pp | 20.57%+13.0pp | 41.64%-8.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $642 | $3,072-79.1% | $3,823-83.2% | $4,139-84.5% |
| Admin fee / account holder | $95 | $5,723-98.3% | $6,704-98.6% | $7,234-98.7% |