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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 | $7,059 | $106,247-93.4% | $96,515-92.7% | $139,466-94.9% |
| Participation rate | 15.8% | 77.8%-62.1pp | 74.3%-58.6pp | 80.3%-64.5pp |
| Annual return | 18.07% | 38.47%-20.4pp | 35.73%-17.7pp | 373.66%-355.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $211 | $5,456-96.1% | $4,880-95.7% | $6,712-96.9% |
| Admin fee / account holder | $27 | $7,885-99.7% | $6,735-99.6% | $11,409-99.8% |