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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 | $5,148 | $77,920-93.4% | $149,723-96.6% | $75,177-93.2% |
| Participation rate | 6.0% | 65.6%-59.6pp | 78.8%-72.8pp | 67.2%-61.3pp |
| Annual return | 31.03% | 31.72%-0.7pp | 134.50%-103.5pp | 160.75%-129.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $163 | $3,411-95.2% | $5,682-97.1% | $4,126-96.1% |
| Admin fee / account holder | $91 | $5,951-98.5% | $13,215-99.3% | $5,651-98.4% |