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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 | $1,405 | $208,088-99.3% | $186,193-99.2% | $154,746-99.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 20.87% | 89.97%-69.1pp | 78.03%-57.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $246 | $7,078-96.5% | $6,513-96.2% | $6,730-96.3% |
| Admin fee / account holder | $143 | $11,698-98.8% | $11,058-98.7% | $14,365-99.0% |