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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 | $4,968 | $162,812-96.9% | $133,971-96.3% | $158,966-96.9% |
| Participation rate | 36.4% | 83.2%-46.9pp | 79.8%-43.5pp | 82.0%-45.6pp |
| Annual return | 31.60% | 41.94%-10.3pp | 45.09%-13.5pp | 302.95%-271.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $972 | $5,910-83.5% | $5,047-80.7% | $5,983-83.7% |
| Admin fee / account holder | $58 | $11,741-99.5% | $8,929-99.4% | $11,250-99.5% |