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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 | $1,502 | $211,288-99.3% | $178,540-99.2% | $145,884-99.0% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | 14.13% | 30.27%-16.1pp | 27.15%-13.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $123 | $6,967-98.2% | $6,281-98.0% | $6,690-98.2% |
| Admin fee / account holder | $45 | $12,105-99.6% | $10,424-99.6% | $13,392-99.7% |