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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 | $201,344-98.6% | $184,243-98.4% | $145,877-98.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.76% | 29.01%-10.2pp | 28.82%-10.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,188 | $9,807-87.9% | $9,132-87.0% | $6,691-82.2% |
| Admin fee / account holder | $21 | $16,382-99.9% | $13,914-99.9% | $13,402-99.8% |