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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 | $8,663 | $175,259-95.1% | $149,723-94.2% | $139,487-93.8% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 17.45% | 166.82%-149.4pp | 134.50%-117.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $374 | $6,522-94.3% | $5,682-93.4% | $6,713-94.4% |
| Admin fee / account holder | $104 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |