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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 | $3,344 | $201,372-98.3% | $184,260-98.2% | $145,884-97.7% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 10.84% | 29.04%-18.2pp | 28.84%-18.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13 | $9,808-99.9% | $9,133-99.9% | $6,690-99.8% |
| Admin fee / account holder | $15 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |