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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 | $23,935 | $140,592-83.0% | $123,105-80.6% | $125,389-80.9% |
| Participation rate | 61.5% | 88.2%-26.7pp | 86.8%-25.2pp | 83.2%-21.7pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $311 | $6,980-95.5% | $6,229-95.0% | $5,352-94.2% |
| Admin fee / account holder | $19 | $11,198-99.8% | $9,014-99.8% | $9,541-99.8% |