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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 | $3,518 | $199,109-98.2% | $173,730-98.0% | $154,746-97.7% |
| Participation rate | 6.3% | 82.8%-76.6pp | 79.6%-73.3pp | 80.7%-74.5pp |
| Annual return | 26.36% | 20.02%+6.3pp | 19.96%+6.4pp | 172.34%-146.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $122 | $7,113-98.3% | $6,326-98.1% | $6,730-98.2% |
| Admin fee / account holder | $12 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |