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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 | $8,265 | $112,729-92.7% | $98,716-91.6% | $137,256-94.0% |
| Participation rate | 9.1% | 74.2%-65.1pp | 69.3%-60.2pp | 80.0%-70.9pp |
| Annual return | 18.79% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $104 | $4,640-97.8% | $4,048-97.4% | $6,407-98.4% |
| Admin fee / account holder | $162 | $10,129-98.4% | $8,703-98.1% | $12,270-98.7% |