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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 | $2,340 | $65,582-96.4% | $64,101-96.4% | $71,511-96.7% |
| Participation rate | 1.5% | 73.2%-71.7pp | 72.3%-70.8pp | 67.9%-66.4pp |
| Annual return | 23.29% | 18.96%+4.3pp | 33.72%-10.4pp | 28.86%-5.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12 | $3,628-99.7% | $3,881-99.7% | $4,291-99.7% |
| Admin fee / account holder | $8 | $616-98.7% | $3,070-99.7% | $1,588-99.5% |