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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 | $5,306 | $115,225-95.4% | $100,712-94.7% | $138,895-96.2% |
| Participation rate | 5.3% | 74.3%-69.1pp | 69.3%-64.0pp | 79.9%-74.7pp |
| Annual return | 16.97% | 40.35%-23.4pp | 33.27%-16.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $55 | $4,699-98.8% | $4,085-98.7% | $6,396-99.1% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |