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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 | $3,139 | $183,516-98.3% | $155,534-98.0% | $145,884-97.8% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 30.89% | 61.43%-30.5pp | 64.92%-34.0pp | 551.85%-521.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $434 | $6,467-93.3% | $5,630-92.3% | $6,690-93.5% |
| Admin fee / account holder | $57 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |