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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 | $2,887 | $201,370-98.6% | $184,256-98.4% | $145,897-98.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.76% | 29.05%-10.3pp | 28.85%-10.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,188 | $9,808-87.9% | $9,133-87.0% | $6,689-82.2% |
| Admin fee / account holder | $21 | $16,364-99.9% | $13,899-99.9% | $13,390-99.8% |