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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 | $8,765 | $211,105-95.8% | $178,449-95.1% | $145,978-94.0% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.6pp | 80.3%-25.7pp |
| Annual return | 8.82% | 30.19%-21.4pp | 27.09%-18.3pp | 550.52%-541.7pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $423 | $6,959-93.9% | $6,277-93.3% | $6,690-93.7% |
| Admin fee / account holder | $134 | $12,017-98.9% | $10,362-98.7% | $13,400-99.0% |