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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 | $6,502 | $174,379-96.3% | $152,093-95.7% | $138,895-95.3% |
| Participation rate | 47.1% | 81.6%-34.6pp | 77.8%-30.7pp | 79.9%-32.9pp |
| Annual return | 19.92% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $435 | $6,159-92.9% | $5,451-92.0% | $6,396-93.2% |
| Admin fee / account holder | $76 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |