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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 | $3,550 | $97,881-96.4% | $80,004-95.6% | $125,389-97.2% |
| Participation rate | 11.1% | 77.9%-66.8pp | 73.0%-61.9pp | 83.2%-72.1pp |
| Annual return | 4.30% | 9.36%-5.1pp | 7.63%-3.3pp | 282.24%-277.9pp |
| Employer contribution / active EE | $156 | $3,128-95.0% | $2,473-93.7% | $4,866-96.8% |
| Participant deferral / active EE | $171 | $3,744-95.4% | $3,204-94.7% | $5,352-96.8% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |