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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 | $1,321 | $110,410-98.8% | $102,437-98.7% | $145,897-99.1% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 9.67% | 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 | $388 | $5,622-93.1% | $5,060-92.3% | $6,689-94.2% |
| Admin fee / account holder | $93 | $9,745-99.1% | $8,388-98.9% | $13,390-99.3% |