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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 | $8,105 | $107,733-92.5% | $92,985-91.3% | $154,746-94.8% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 8.90% | 30.39%-21.5pp | 27.99%-19.1pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $298 | $5,053-94.1% | $4,377-93.2% | $6,730-95.6% |
| Admin fee / account holder | $16 | $11,369-99.9% | $9,463-99.8% | $14,365-99.9% |