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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 | $4,588 | $69,252-93.4% | $64,099-92.8% | $139,456-96.7% |
| Participation rate | 13.3% | 75.6%-62.3pp | 72.3%-59.0pp | 80.3%-67.0pp |
| Annual return | 31.67% | 45.89%-14.2pp | 33.70%-2.0pp | 373.45%-341.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $317 | $4,683-93.2% | $3,881-91.8% | $6,711-95.3% |
| Admin fee / account holder | $13 | $4,248-99.7% | $3,070-99.6% | $11,407-99.9% |