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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 | $2,103 | $86,298-97.6% | $111,308-98.1% | $85,847-97.6% |
| Participation rate | 68.6% | 73.3%-4.8pp | 77.3%-8.7pp | 69.3%-0.7pp |
| Annual return | 19.92% | 19.99%-0.1pp | 54.67%-34.7pp | 318.61%-298.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $991 | $3,641-72.8% | $4,487-77.9% | $3,952-74.9% |
| Admin fee / account holder | $7 | $8,189-99.9% | $7,965-99.9% | $6,261-99.9% |