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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 | $1,388 | $87,166-98.4% | $76,735-98.2% | $137,256-99.0% |
| Participation rate | 22.2% | 74.4%-52.1pp | 69.5%-47.3pp | 80.0%-57.7pp |
| Annual return | 21.70% | 26.50%-4.8pp | 29.77%-8.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $135 | $4,726-97.1% | $4,088-96.7% | $6,407-97.9% |
| Admin fee / account holder | $180 | $8,403-97.9% | $7,189-97.5% | $12,270-98.5% |