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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 | $2,050 | $153,769-98.7% | $133,975-98.5% | $273,972-99.3% |
| Participation rate | 21.4% | 88.4%-66.9pp | 87.1%-65.6pp | 83.0%-61.6pp |
| Annual return | 23.13% | 36.51%-13.4pp | 29.29%-6.2pp | 41.46%-18.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $258 | $6,958-96.3% | $6,282-95.9% | $5,287-95.1% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |