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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 | $1,323 | $112,729-98.8% | $98,716-98.7% | $137,256-99.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 21.57% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $311 | $4,640-93.3% | $4,048-92.3% | $6,407-95.2% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |