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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 | $2,097 | $110,337-98.1% | $102,383-98.0% | $145,877-98.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.78% | 24.83%-10.0pp | 24.94%-10.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $575 | $5,621-89.8% | $5,060-88.6% | $6,691-91.4% |
| Admin fee / account holder | $241 | $9,750-97.5% | $8,391-97.1% | $13,402-98.2% |