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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 | $6,005 | $124,351-95.2% | $109,188-94.5% | $167,553-96.4% |
| Participation rate | 53.3% | 79.4%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 11.93% | 26.04%-14.1pp | 25.76%-13.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $763 | $5,257-85.5% | $4,654-83.6% | $6,343-88.0% |
| Admin fee / account holder | $228 | $7,975-97.1% | $6,755-96.6% | $12,316-98.2% |