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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 | $4,481 | $177,156-97.5% | $147,027-97.0% | $154,746-97.1% |
| Participation rate | 26.7% | 79.4%-52.7pp | 73.7%-47.1pp | 80.7%-54.0pp |
| Annual return | 19.73% | 21.94%-2.2pp | 20.23%-0.5pp | 172.34%-152.6pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $462 | $5,797-92.0% | $4,933-90.6% | $6,730-93.1% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |