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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 | $9,333 | $176,794-94.7% | $146,647-93.6% | $167,553-94.4% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 11.15% | 24.04%-12.9pp | 22.75%-11.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $1,845 | $5,161-64.2% | $4,137-55.4% | $4,840-61.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $57 | $13,262-99.6% | $10,281-99.4% | $12,316-99.5% |