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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 | $8,127 | $86,298-90.6% | $111,308-92.7% | $85,847-90.5% |
| Participation rate | 10.0% | 73.3%-63.3pp | 77.3%-67.3pp | 69.3%-59.3pp |
| Annual return | 19.01% | 19.99%-1.0pp | 54.67%-35.7pp | 318.61%-299.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $782 | $3,641-78.5% | $4,487-82.6% | $3,952-80.2% |
| Admin fee / account holder | $20 | $8,189-99.8% | $7,965-99.7% | $6,261-99.7% |