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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 | $4,043 | $110,379-96.3% | $102,412-96.1% | $145,884-97.2% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.5%-64.5pp | 80.3%-70.3pp |
| Annual return | 16.68% | 24.84%-8.2pp | 24.94%-8.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $235 | $5,622-95.8% | $5,060-95.4% | $6,690-96.5% |
| Admin fee / account holder | $57 | $9,745-99.4% | $8,388-99.3% | $13,392-99.6% |