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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 | $4,624 | $112,729-95.9% | $98,716-95.3% | $137,256-96.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 21.70% | 38.48%-16.8pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $665 | $4,640-85.7% | $4,048-83.6% | $6,407-89.6% |
| Admin fee / account holder | $99 | $10,129-99.0% | $8,703-98.9% | $12,270-99.2% |