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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 | $1,907 | $185,312-99.0% | $161,489-98.8% | $154,746-98.8% |
| Participation rate | 21.7% | 82.5%-60.7pp | 78.7%-57.0pp | 80.7%-59.0pp |
| Annual return | 16.52% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $355 | $6,350-94.4% | $5,630-93.7% | $6,730-94.7% |
| Admin fee / account holder | $65 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |