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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 | $3,130 | $178,174-98.2% | $156,181-98.0% | $137,256-97.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 19.78% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $602 | $6,888-91.3% | $6,132-90.2% | $6,407-90.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |