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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 | $2,335 | $172,111-98.6% | $150,298-98.4% | $137,256-98.3% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 16.67% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $93 | $6,166-98.5% | $5,453-98.3% | $6,407-98.6% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |