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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 | $4,734 | $96,524-95.1% | $75,900-93.8% | $152,909-96.9% |
| Participation rate | 18.2% | 76.2%-58.0pp | 69.3%-51.1pp | 82.5%-64.3pp |
| Annual return | 19.72% | 33.93%-14.2pp | 30.73%-11.0pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $484 | $4,554-89.4% | $3,604-86.6% | $5,851-91.7% |
| Admin fee / account holder | $63 | $8,082-99.2% | $5,421-98.8% | $11,601-99.5% |