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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 | $4,717 | $103,038-95.4% | $90,324-94.8% | $152,909-96.9% |
| Participation rate | 9.5% | 75.9%-66.4pp | 73.3%-63.8pp | 82.5%-72.9pp |
| Annual return | 18.79% | 95.25%-76.5pp | 78.15%-59.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $127 | $4,282-97.0% | $3,885-96.7% | $5,851-97.8% |
| Admin fee / account holder | $18 | $6,177-99.7% | $5,356-99.7% | $11,601-99.8% |