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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 | $6,797 | $169,361-96.0% | $129,397-94.7% | $145,877-95.3% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 7.97% | 14395.54%-14387.6pp | 9453.98%-9446.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $144 | $4,987-97.1% | $4,167-96.5% | $6,691-97.8% |
| Admin fee / account holder | $68 | $9,903-99.3% | $7,679-99.1% | $13,402-99.5% |