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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 | $4,923 | $101,795-95.2% | $165,100-97.0% | $80,959-93.9% |
| Participation rate | 10.7% | 71.8%-61.1pp | 78.6%-67.9pp | 67.7%-57.0pp |
| Annual return | 13.91% | 16.73%-2.8pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $217 | $4,476-95.2% | $6,035-96.4% | $4,300-95.0% |
| Admin fee / account holder | $17 | $8,221-99.8% | $12,696-99.9% | $6,925-99.8% |