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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 | $8,418 | $197,625-95.7% | $177,840-95.3% | $158,966-94.7% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 27.30% | 58.76%-31.5pp | 48.32%-21.0pp | 302.95%-275.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,915 | $8,405-77.2% | $7,714-75.2% | $5,983-68.0% |
| Admin fee / account holder | $41 | $15,405-99.7% | $12,431-99.7% | $11,250-99.6% |