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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 | $5,597 | $107,368-94.8% | $92,915-94.0% | $152,909-96.3% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | 20.03% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $941 | $4,222-77.7% | $3,653-74.3% | $4,764-80.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57 | $7,082-99.2% | $5,796-99.0% | $11,601-99.5% |