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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 | $4,362 | $69,248-93.7% | $64,101-93.2% | $139,466-96.9% |
| Participation rate | 6.3% | 75.6%-69.3pp | 72.3%-66.1pp | 80.3%-74.1pp |
| Annual return | 43.10% | 45.95%-2.9pp | 33.72%+9.4pp | 373.66%-330.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $203 | $4,682-95.7% | $3,881-94.8% | $6,712-97.0% |
| Admin fee / account holder | $54 | $4,247-98.7% | $3,070-98.2% | $11,409-99.5% |