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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 | $3,812 | $111,814-96.6% | $103,374-96.3% | $145,959-97.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 24.67% | 24.77%-0.1pp | 24.89%-0.2pp | 561.95%-537.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $945 | $5,618-83.2% | $5,058-81.3% | $6,689-85.9% |
| Admin fee / account holder | $12 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |