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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 | $1,266 | $92,798-98.6% | $96,707-98.7% | $137,256-99.1% |
| Participation rate | 37.5% | 81.6%-44.1pp | 80.4%-42.9pp | 80.0%-42.5pp |
| Annual return | 37.29% | 31.24%+6.0pp | 34.78%+2.5pp | 220.34%-183.0pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $352 | $5,877-94.0% | $5,997-94.1% | $6,407-94.5% |
| Admin fee / account holder | $2 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |