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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 | $4,911 | $112,729-95.6% | $98,716-95.0% | $137,256-96.4% |
| Participation rate | 4.8% | 74.2%-69.5pp | 69.3%-64.5pp | 80.0%-75.2pp |
| Annual return | 16.53% | 38.48%-21.9pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25 | $4,640-99.5% | $4,048-99.4% | $6,407-99.6% |
| Admin fee / account holder | $19 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |