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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 | $7,311 | $209,425-96.5% | $178,499-95.9% | $158,966-95.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.70% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.2pp |
| Employer contribution / active EE | $1,392 | $5,707-75.6% | $5,011-72.2% | $4,762-70.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $36 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |