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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 | $225,673-96.9% | $203,872-96.6% | $155,188-95.5% |
| Participation rate | 25.0% | 80.3%-55.3pp | 77.8%-52.8pp | 80.8%-55.8pp |
| Annual return | 18.87% | 95.91%-77.0pp | 85.11%-66.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $336 | $6,893-95.1% | $6,388-94.7% | $6,531-94.9% |
| Admin fee / account holder | $41 | $12,327-99.7% | $11,730-99.7% | $14,480-99.7% |