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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 | $6,969 | $178,174-96.1% | $156,181-95.5% | $137,256-94.9% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.8%-67.7pp | 80.0%-68.8pp |
| Annual return | 19.85% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $43 | $6,888-99.4% | $6,132-99.3% | $6,407-99.3% |
| Admin fee / account holder | $26 | $17,404-99.9% | $14,586-99.8% | $12,270-99.8% |