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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 | $211,288-98.1% | $178,540-97.7% | $145,884-97.2% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 14.07% | 30.27%-16.2pp | 27.15%-13.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,472 | $4,574-46.0% | $3,953-37.5% | $4,662-47.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |