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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 | $3,596 | $106,247-96.6% | $96,515-96.3% | $139,466-97.4% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.3%-43.6pp | 80.3%-49.6pp |
| Annual return | 24.50% | 38.47%-14.0pp | 35.73%-11.2pp | 373.66%-349.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $476 | $5,456-91.3% | $4,880-90.3% | $6,712-92.9% |
| Admin fee / account holder | $51 | $7,885-99.4% | $6,735-99.2% | $11,409-99.6% |