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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 | $3,394 | $88,996-96.2% | $78,004-95.6% | $138,895-97.6% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 17.21% | 28.03%-10.8pp | 31.07%-13.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $140 | $4,724-97.0% | $4,092-96.6% | $6,396-97.8% |
| Admin fee / account holder | $12 | $8,807-99.9% | $7,578-99.8% | $12,562-99.9% |