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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 | $3,248 | $124,425-97.4% | $112,040-97.1% | $137,256-97.6% |
| Participation rate | 18.2% | 79.3%-61.1pp | 76.5%-58.3pp | 80.0%-61.8pp |
| Annual return | 29.26% | 24.72%+4.5pp | 24.52%+4.7pp | 220.34%-191.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $260 | $5,718-95.5% | $5,098-94.9% | $6,407-95.9% |
| Admin fee / account holder | $10 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |