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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 | $7,479 | $111,814-93.3% | $103,378-92.8% | $145,978-94.9% |
| Participation rate | 7.7% | 77.9%-70.2pp | 74.5%-66.8pp | 80.3%-72.6pp |
| Annual return | 9.56% | 24.80%-15.2pp | 24.91%-15.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $86 | $5,618-98.5% | $5,058-98.3% | $6,690-98.7% |
| Admin fee / account holder | $30 | $9,764-99.7% | $8,401-99.6% | $13,400-99.8% |