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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 | $5,978 | $228,395-97.4% | $185,861-96.8% | $158,982-96.2% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $566 | $4,968-88.6% | $4,088-86.2% | $4,763-88.1% |
| Participant deferral / active EE | $722 | $6,417-88.8% | $5,634-87.2% | $5,983-87.9% |
| Admin fee / account holder | $21 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |