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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 | $4,469 | $157,276-97.2% | $141,177-96.8% | $152,885-97.1% |
| Participation rate | 7.1% | 84.8%-77.7pp | 82.5%-75.3pp | 82.5%-75.3pp |
| Annual return | 39.49% | 64.33%-24.8pp | 71.40%-31.9pp | 345.39%-305.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $376 | $7,110-94.7% | $6,710-94.4% | $5,851-93.6% |
| Admin fee / account holder | $144 | $12,123-98.8% | $10,263-98.6% | $11,598-98.8% |