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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 | $4,633 | $64,311-92.8% | $57,356-91.9% | $125,389-96.3% |
| Participation rate | 63.2% | 78.6%-15.5pp | 75.1%-11.9pp | 83.2%-20.0pp |
| Annual return | 0.26% | 25.14%-24.9pp | 24.41%-24.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $63 | $3,846-98.4% | $3,162-98.0% | $5,352-98.8% |
| Admin fee / account holder | $17 | $5,243-99.7% | $3,357-99.5% | $9,541-99.8% |