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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 | $6,122 | $174,379-96.5% | $152,093-96.0% | $138,895-95.6% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 11.80% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $224 | $6,159-96.4% | $5,451-95.9% | $6,396-96.5% |
| Admin fee / account holder | $115 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |