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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 | $26,341 | $176,794-85.1% | $146,647-82.0% | $167,553-84.3% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 10.78% | 24.04%-13.3pp | 22.75%-12.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $740 | $6,440-88.5% | $5,506-86.6% | $6,343-88.3% |
| Admin fee / account holder | $101 | $13,262-99.2% | $10,281-99.0% | $12,316-99.2% |