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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 | $4,433 | $185,883-97.6% | $170,043-97.4% | $139,466-96.8% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 26.96% | 60.54%-33.6pp | 53.40%-26.4pp | 373.66%-346.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $690 | $11,626-94.1% | $10,410-93.4% | $6,712-89.7% |
| Admin fee / account holder | $14 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |