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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 | $8,792 | $148,623-94.1% | $135,974-93.5% | $139,466-93.7% |
| Participation rate | 20.8% | 83.9%-63.0pp | 81.9%-61.1pp | 80.3%-59.5pp |
| Annual return | 15.34% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $568 | $8,103-93.0% | $7,760-92.7% | $6,712-91.5% |
| Admin fee / account holder | $29 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |