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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 | $13,291 | $96,731-86.3% | $123,973-89.3% | $86,983-84.7% |
| Participation rate | 5.1% | 70.0%-64.9pp | 76.7%-71.5pp | 69.5%-64.4pp |
| Annual return | 18.22% | 17.33%+0.9pp | 388.13%-369.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $182 | $4,152-95.6% | $5,247-96.5% | $4,194-95.7% |
| Admin fee / account holder | $70 | $8,722-99.2% | $11,799-99.4% | $7,856-99.1% |