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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 | $3,589 | $228,395-98.4% | $185,861-98.1% | $158,982-97.7% |
| Participation rate | 27.3% | 82.3%-55.0pp | 78.0%-50.8pp | 82.0%-54.7pp |
| Annual return | 20.06% | 40.82%-20.8pp | 35.96%-15.9pp | 302.99%-282.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $335 | $6,417-94.8% | $5,634-94.1% | $5,983-94.4% |
| Admin fee / account holder | $83 | $11,869-99.3% | $9,503-99.1% | $11,252-99.3% |