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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 | $1,849 | $183,627-99.0% | $155,602-98.8% | $145,978-98.7% |
| Participation rate | 23.5% | 82.7%-59.2pp | 78.2%-54.7pp | 80.3%-56.8pp |
| Annual return | 25.55% | 61.32%-35.8pp | 64.81%-39.3pp | 550.52%-525.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $332 | $6,466-94.9% | $5,629-94.1% | $6,690-95.0% |
| Admin fee / account holder | $13 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |