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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 | $3,139 | $81,446-96.1% | $103,374-97.0% | $80,874-96.1% |
| Participation rate | 13.9% | 66.9%-53.0pp | 74.5%-60.6pp | 67.6%-53.8pp |
| Annual return | 19.53% | 25.57%-6.0pp | 24.89%-5.4pp | 35.62%-16.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $234 | $3,870-94.0% | $5,058-95.4% | $4,297-94.6% |
| Admin fee / account holder | $16 | $6,715-99.8% | $8,394-99.8% | $6,935-99.8% |