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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 | $6,065 | $165,381-96.3% | $149,730-95.9% | $158,966-96.2% |
| Participation rate | 30.8% | 84.6%-53.8pp | 82.5%-51.7pp | 82.0%-51.2pp |
| Annual return | 72.25% | 348.29%-276.0pp | 276.70%-204.5pp | 302.95%-230.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,301 | $7,182-81.9% | $6,843-81.0% | $5,983-78.3% |
| Admin fee / account holder | $128 | $10,809-98.8% | $9,310-98.6% | $11,250-98.9% |