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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 | $2,311 | $65,395-96.5% | $182,540-98.7% | $72,975-96.8% |
| Participation rate | 37.3% | 65.4%-28.1pp | 78.0%-40.7pp | 69.5%-32.2pp |
| Annual return | 27.08% | 27.68%-0.6pp | 148.58%-121.5pp | 81.01%-53.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $544 | $3,563-84.7% | $5,525-90.2% | $3,608-84.9% |
| Admin fee / account holder | $63 | $4,245-98.5% | $8,593-99.3% | $5,124-98.8% |