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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 | $4,089 | $141,001-97.1% | $112,228-96.4% | $139,487-97.1% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 16.33% | 32.75%-16.4pp | 30.23%-13.9pp | 373.84%-357.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $811 | $5,877-86.2% | $4,800-83.1% | $6,713-87.9% |
| Admin fee / account holder | $298 | $9,959-97.0% | $7,752-96.2% | $11,407-97.4% |