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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 | $5,217 | $183,516-97.2% | $155,534-96.6% | $145,884-96.4% |
| Participation rate | 15.4% | 82.7%-67.3pp | 78.2%-62.8pp | 80.3%-64.9pp |
| Annual return | 63.02% | 61.43%+1.6pp | 64.92%-1.9pp | 551.85%-488.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $696 | $6,467-89.2% | $5,630-87.6% | $6,690-89.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |