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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 | $2,103 | $112,729-98.1% | $98,716-97.9% | $137,256-98.5% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.3%-0.9pp | 80.0%-11.5pp |
| Annual return | 17.58% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $394 | $4,640-91.5% | $4,048-90.3% | $6,407-93.8% |
| Admin fee / account holder | $139 | $10,129-98.6% | $8,703-98.4% | $12,270-98.9% |