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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 | $7,212 | $129,737-94.4% | $119,126-93.9% | $154,746-95.3% |
| Participation rate | 22.2% | 78.9%-56.6pp | 75.8%-53.5pp | 80.7%-58.5pp |
| Annual return | 13.72% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $175 | $5,842-97.0% | $5,318-96.7% | $6,730-97.4% |
| Admin fee / account holder | $181 | $11,961-98.5% | $10,693-98.3% | $14,365-98.7% |