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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 | $4,071 | $211,224-98.1% | $178,505-97.7% | $145,897-97.2% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 14.07% | 30.28%-16.2pp | 27.16%-13.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,472 | $4,577-46.0% | $3,955-37.5% | $4,663-47.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |