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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 | $10,640 | $165,399-93.6% | $149,745-92.9% | $158,982-93.3% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 9.28% | 348.34%-339.1pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,739 | $5,105-65.9% | $4,646-62.6% | $4,763-63.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $69 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |