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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 | $8,080 | $115,917-93.0% | $100,535-92.0% | $158,982-94.9% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.4%-54.4pp | 82.0%-57.0pp |
| Annual return | 17.37% | 34.80%-17.4pp | 30.90%-13.5pp | 302.99%-285.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $236 | $6,677-96.5% | $6,271-96.2% | $5,983-96.1% |
| Admin fee / account holder | $9 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |