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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 | $6,939 | $185,883-96.3% | $170,043-95.9% | $139,466-95.0% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 16.17% | 60.54%-44.4pp | 53.40%-37.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $570 | $11,626-95.1% | $10,410-94.5% | $6,712-91.5% |
| Admin fee / account holder | $35 | $15,393-99.8% | $12,824-99.7% | $11,409-99.7% |