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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 | $4,267 | $124,980-96.6% | $108,359-96.1% | $154,746-97.2% |
| Participation rate | 9.5% | 75.2%-65.6pp | 70.1%-60.6pp | 80.7%-71.2pp |
| Annual return | 30.37% | 45.00%-14.6pp | 36.89%-6.5pp | 172.34%-142.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $229 | $4,743-95.2% | $4,137-94.5% | $6,730-96.6% |
| Admin fee / account holder | $151 | $11,502-98.7% | $9,741-98.5% | $14,365-99.0% |