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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 | $3,167 | $199,109-98.4% | $173,730-98.2% | $154,746-98.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 23.83% | 20.02%+3.8pp | 19.96%+3.9pp | 172.34%-148.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,312 | $7,113-81.6% | $6,326-79.3% | $6,730-80.5% |
| Admin fee / account holder | $129 | $20,916-99.4% | $17,523-99.3% | $14,365-99.1% |