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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 | $3,305 | $157,296-97.9% | $141,191-97.7% | $152,897-97.8% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 23.47% | 64.34%-40.9pp | 71.41%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $216 | $7,111-97.0% | $6,710-96.8% | $5,851-96.3% |
| Admin fee / account holder | $52 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |