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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 | $1,317 | $71,208-98.2% | $93,681-98.6% | $80,911-98.4% |
| Participation rate | 3.1% | 60.4%-57.3pp | 68.7%-65.6pp | 67.6%-64.5pp |
| Annual return | 15.80% | 11.27%+4.5pp | 133.47%-117.7pp | 35.63%-19.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15 | $4,035-99.6% | $4,415-99.7% | $4,297-99.7% |
| Admin fee / account holder | $5 | $6,951-99.9% | $8,290-99.9% | $6,935-99.9% |