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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 | $4,633 | $211,288-97.8% | $178,540-97.4% | $145,884-96.8% |
| Participation rate | 23.5% | 80.8%-57.3pp | 77.1%-53.6pp | 80.3%-56.8pp |
| Annual return | 15.99% | 30.27%-14.3pp | 27.15%-11.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,106 | $6,967-84.1% | $6,281-82.4% | $6,690-83.5% |
| Admin fee / account holder | $118 | $12,105-99.0% | $10,424-98.9% | $13,392-99.1% |