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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 | $6,786 | $202,440-96.6% | $169,390-96.0% | $139,466-95.1% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.2%-39.7pp | 80.3%-42.8pp |
| Annual return | 22.92% | 532.36%-509.4pp | 406.07%-383.2pp | 373.66%-350.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $820 | $6,940-88.2% | $6,222-86.8% | $6,712-87.8% |
| Admin fee / account holder | $195 | $10,722-98.2% | $9,015-97.8% | $11,409-98.3% |