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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 | $6,971 | $182,442-96.2% | $163,379-95.7% | $138,895-95.0% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.8%-51.8pp | 79.9%-54.9pp |
| Annual return | 18.87% | 72.74%-53.9pp | 63.41%-44.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $336 | $6,817-95.1% | $6,282-94.7% | $6,396-94.8% |
| Admin fee / account holder | $41 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |