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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 | $6,117 | $139,948-95.6% | $121,663-95.0% | $154,746-96.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 20.24% | 230.52%-210.3pp | 147.54%-127.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $272 | $5,629-95.2% | $4,887-94.4% | $6,730-96.0% |
| Admin fee / account holder | $39 | $17,321-99.8% | $14,289-99.7% | $14,365-99.7% |