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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 | $4,153 | $39,162-89.4% | $100,671-95.9% | $59,632-93.0% |
| Participation rate | 40.0% | 55.9%-15.9pp | 70.7%-30.7pp | 68.7%-28.7pp |
| Annual return | 13.45% | 21.07%-7.6pp | 20.43%-7.0pp | 2041.32%-2027.9pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $676 | $1,992-66.1% | $3,144-78.5% | $3,192-78.8% |
| Admin fee / account holder | $38 | $2,969-98.7% | $4,850-99.2% | $4,297-99.1% |