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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 | $9,881 | $217,432-95.5% | $185,849-94.7% | $167,536-94.1% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 14.18% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $590 | $6,357-90.7% | $5,569-89.4% | $6,342-90.7% |
| Admin fee / account holder | $39 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |