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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 | $4,742 | $77,472-93.9% | $100,415-95.3% | $80,959-94.1% |
| Participation rate | 2.1% | 76.9%-74.8pp | 81.5%-79.4pp | 67.7%-65.6pp |
| Annual return | 19.02% | 37.26%-18.2pp | 49.47%-30.5pp | 35.67%-16.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $56 | $6,818-99.2% | $8,091-99.3% | $4,300-98.7% |
| Admin fee / account holder | $14 | $5,885-99.8% | $7,906-99.8% | $6,925-99.8% |