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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 | $7,267 | $44,850-83.8% | $60,547-88.0% | $59,633-87.8% |
| Participation rate | 36.7% | 59.5%-22.8pp | 68.0%-31.3pp | 68.7%-32.0pp |
| Annual return | 1.64% | 1074.14%-1072.5pp | 335.64%-334.0pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $664 | $2,230-70.2% | $3,328-80.0% | $3,192-79.2% |
| Admin fee / account holder | $83 | $3,635-97.7% | $4,536-98.2% | $4,297-98.1% |