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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 | $7,447 | $107,368-93.1% | $92,915-92.0% | $152,909-95.1% |
| Participation rate | 22.7% | 79.8%-57.1pp | 76.0%-53.3pp | 82.5%-59.7pp |
| Annual return | 18.26% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $503 | $4,848-89.6% | $4,238-88.1% | $5,851-91.4% |
| Admin fee / account holder | $167 | $7,082-97.6% | $5,796-97.1% | $11,601-98.6% |