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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 | $3,150 | $197,625-98.4% | $177,840-98.2% | $158,966-98.0% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.7%-59.1pp | 82.0%-53.4pp |
| Annual return | 31.69% | 58.76%-27.1pp | 48.32%-16.6pp | 302.95%-271.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $395 | $8,405-95.3% | $7,714-94.9% | $5,983-93.4% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |