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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 | $6,428 | $106,267-94.0% | $96,520-93.3% | $139,456-95.4% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 22.74% | 38.45%-15.7pp | 35.72%-13.0pp | 373.45%-350.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $621 | $5,454-88.6% | $4,879-87.3% | $6,711-90.8% |
| Admin fee / account holder | $22 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |