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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 | $6,125 | $180,459-96.6% | $154,108-96.0% | $135,380-95.5% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | 11.55% | 888.21%-876.7pp | 735.21%-723.7pp | 519.81%-508.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,313 | $5,806-77.4% | $5,081-74.2% | $5,609-76.6% |
| Admin fee / account holder | $103 | $16,145-99.4% | $13,411-99.2% | $10,828-99.0% |