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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 | $8,536 | $86,298-90.1% | $111,308-92.3% | $85,847-90.1% |
| Participation rate | 38.2% | 73.3%-35.1pp | 77.3%-39.1pp | 69.3%-31.1pp |
| Annual return | 28.38% | 19.99%+8.4pp | 54.67%-26.3pp | 318.61%-290.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,106 | $3,641-69.6% | $4,487-75.4% | $3,952-72.0% |
| Admin fee / account holder | $292 | $8,189-96.4% | $7,965-96.3% | $6,261-95.3% |