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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 | $6,625 | $184,014-96.4% | $161,149-95.9% | $138,895-95.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 0.00% | 21.52%-21.5pp | 21.16%-21.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,400 | $5,055-52.5% | $4,360-45.0% | $4,194-42.8% |
| Participant deferral / active EE | $1,900 | $6,909-72.5% | $6,153-69.1% | $6,396-70.3% |
| Admin fee / account holder | $11 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |