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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 | $2,458 | $110,307-97.8% | $96,576-97.5% | $139,456-98.2% |
| Participation rate | 9.1% | 78.1%-69.0pp | 76.0%-66.9pp | 80.3%-71.2pp |
| Annual return | 18.32% | 26.40%-8.1pp | 25.87%-7.6pp | 373.45%-355.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $83 | $5,547-98.5% | $4,851-98.3% | $6,711-98.8% |
| Admin fee / account holder | $8 | $11,597-99.9% | $8,253-99.9% | $11,407-99.9% |