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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 | $27,279 | $168,635-83.8% | $147,617-81.5% | $125,389-78.2% |
| Participation rate | 30.8% | 88.8%-58.0pp | 84.6%-53.9pp | 83.2%-52.4pp |
| Annual return | 0.62% | 77.65%-77.0pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,424 | $5,507-74.1% | $4,895-70.9% | $5,352-73.4% |
| Admin fee / account holder | $96 | $13,580-99.3% | $11,612-99.2% | $9,541-99.0% |