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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 | $9,082 | $166,242-94.5% | $165,071-94.5% | $145,884-93.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 9.83% | 100.44%-90.6pp | 70.17%-60.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,090 | $6,964-84.3% | $6,035-81.9% | $6,690-83.7% |
| Admin fee / account holder | $61 | $16,658-99.6% | $12,695-99.5% | $13,392-99.5% |