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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 | $1,246 | $92,798-98.7% | $96,707-98.7% | $137,256-99.1% |
| Participation rate | 42.9% | 81.6%-38.8pp | 80.4%-37.5pp | 80.0%-37.1pp |
| Annual return | 22.20% | 31.24%-9.0pp | 34.78%-12.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $240 | $5,877-95.9% | $5,997-96.0% | $6,407-96.3% |
| Admin fee / account holder | $4 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |