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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 | $5,658 | $110,410-94.9% | $102,437-94.5% | $145,897-96.1% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 9.68% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $312 | $5,622-94.5% | $5,060-93.8% | $6,689-95.3% |
| Admin fee / account holder | $193 | $9,745-98.0% | $8,388-97.7% | $13,390-98.6% |