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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 | $5,793 | $126,661-95.4% | $113,397-94.9% | $138,895-95.8% |
| Participation rate | 5.9% | 79.4%-73.6pp | 76.5%-70.6pp | 79.9%-74.0pp |
| Annual return | 29.84% | 25.05%+4.8pp | 23.20%+6.6pp | 145.39%-115.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $133 | $5,693-97.7% | $5,076-97.4% | $6,396-97.9% |
| Admin fee / account holder | $18 | $14,549-99.9% | $11,957-99.8% | $12,562-99.9% |