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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 | $12,429 | $252,813-95.1% | $227,928-94.5% | $428,746-97.1% |
| Participation rate | 6.3% | 92.6%-86.3pp | 90.5%-84.2pp | 88.2%-82.0pp |
| Annual return | 19.92% | 2.59%+17.3pp | 2.99%+16.9pp | 331.92%-312.0pp |
| Employer contribution / active EE | $0 | $9,687-100.0% | $8,629-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $159 | $5,282-97.0% | $5,154-96.9% | $5,961-97.3% |
| Admin fee / account holder | $20 | $14,812-99.9% | $13,437-99.9% | $31,735-99.9% |