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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 | $4,535 | $160,040-97.2% | $147,096-96.9% | $145,877-96.9% |
| Participation rate | 11.8% | 84.0%-72.3pp | 82.2%-70.4pp | 80.3%-68.5pp |
| Annual return | 18.40% | 98.49%-80.1pp | 419.75%-401.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $363 | $8,429-95.7% | $8,071-95.5% | $6,691-94.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |