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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 | $7,600 | $175,231-95.7% | $149,696-94.9% | $139,466-94.6% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 22.44% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $652 | $6,521-90.0% | $5,682-88.5% | $6,712-90.3% |
| Admin fee / account holder | $15 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |