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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 | $2,855 | $135,956-97.9% | $123,894-97.7% | $273,972-99.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 28.92% | 56.63%-27.7pp | 47.52%-18.6pp | 41.46%-12.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,389 | $6,343-78.1% | $5,984-76.8% | $5,287-73.7% |
| Admin fee / account holder | $56 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |