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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 | $5,526 | $183,592-97.0% | $155,567-96.4% | $145,959-96.2% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 11.34% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $323 | $6,464-95.0% | $5,628-94.3% | $6,689-95.2% |
| Admin fee / account holder | $124 | $19,318-99.4% | $15,916-99.2% | $13,398-99.1% |