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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 | $5,774 | $185,312-96.9% | $161,489-96.4% | $154,746-96.3% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 13.11% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $58 | $6,350-99.1% | $5,630-99.0% | $6,730-99.1% |
| Admin fee / account holder | $25 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |