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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 | $124,980-96.1% | $108,359-95.5% | $154,746-96.8% |
| Participation rate | 4.8% | 75.2%-70.4pp | 70.1%-65.4pp | 80.7%-75.9pp |
| Annual return | 16.53% | 45.00%-28.5pp | 36.89%-20.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $25 | $4,743-99.5% | $4,137-99.4% | $6,730-99.6% |
| Admin fee / account holder | $19 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |