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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 | $3,547 | $138,312-97.4% | $122,979-97.1% | $155,188-97.7% |
| Participation rate | 25.0% | 80.2%-55.2pp | 77.2%-52.2pp | 80.8%-55.8pp |
| Annual return | 14.73% | 22.06%-7.3pp | 20.12%-5.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $229 | $5,592-95.9% | $5,003-95.4% | $6,531-96.5% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |