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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 | $2,753 | $106,280-97.4% | $96,538-97.1% | $139,487-98.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 17.82% | 38.48%-20.7pp | 35.74%-17.9pp | 373.84%-356.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,114 | $5,457-79.6% | $4,880-77.2% | $6,713-83.4% |
| Admin fee / account holder | $272 | $7,888-96.6% | $6,737-96.0% | $11,407-97.6% |