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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 | $4,671 | $64,311-92.7% | $57,356-91.9% | $125,389-96.3% |
| Participation rate | 38.5% | 78.6%-40.2pp | 75.1%-36.6pp | 83.2%-44.7pp |
| Annual return | 1.00% | 25.14%-24.1pp | 24.41%-23.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15 | $3,846-99.6% | $3,162-99.5% | $5,352-99.7% |
| Admin fee / account holder | $2 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |