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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 | $4,334 | $209,336-97.9% | $197,124-97.8% | $137,256-96.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 61.99% | 48.09%+13.9pp | 44.34%+17.6pp | 220.34%-158.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,739 | $9,614-81.9% | $9,135-81.0% | $6,407-72.9% |
| Admin fee / account holder | $283 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |