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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 | $4,145 | $94,031-95.6% | $115,768-96.4% | $82,448-95.0% |
| Participation rate | 3.1% | 70.4%-67.3pp | 74.4%-71.3pp | 68.1%-64.9pp |
| Annual return | 18.75% | 20.61%-1.9pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $41 | $3,972-99.0% | $4,917-99.2% | $4,139-99.0% |
| Admin fee / account holder | $14 | $10,249-99.9% | $12,439-99.9% | $7,234-99.8% |