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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 | $1,838 | $114,119-98.4% | $107,187-98.3% | $138,895-98.7% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 79.9%-57.7pp |
| Annual return | 20.67% | 273.21%-252.5pp | 204.55%-183.9pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $215 | $5,538-96.1% | $5,096-95.8% | $6,396-96.6% |
| Admin fee / account holder | $35 | $10,024-99.7% | $9,162-99.6% | $12,562-99.7% |