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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 | $8,743 | $110,379-92.1% | $102,412-91.5% | $145,884-94.0% |
| Participation rate | 7.7% | 77.9%-70.2pp | 74.5%-66.8pp | 80.3%-72.6pp |
| Annual return | 9.23% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $188 | $5,622-96.6% | $5,060-96.3% | $6,690-97.2% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,392-99.8% |