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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 | $3,094 | $106,749-97.1% | $145,433-97.9% | $82,448-96.2% |
| Participation rate | 44.6% | 75.6%-31.1pp | 82.1%-37.5pp | 68.1%-23.5pp |
| Annual return | 15.91% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $514 | $6,519-92.1% | $7,897-93.5% | $4,139-87.6% |
| Admin fee / account holder | $132 | $8,390-98.4% | $13,129-99.0% | $7,234-98.2% |