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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 | $21,231 | $162,812-87.0% | $133,971-84.2% | $158,966-86.6% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 11.35% | 41.94%-30.6pp | 45.09%-33.7pp | 302.95%-291.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $136 | $5,910-97.7% | $5,047-97.3% | $5,983-97.7% |
| Admin fee / account holder | $30 | $11,741-99.7% | $8,929-99.7% | $11,250-99.7% |