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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 | $1,246 | $129,737-99.0% | $119,126-99.0% | $154,746-99.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 17.77% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $247 | $5,842-95.8% | $5,318-95.4% | $6,730-96.3% |
| Admin fee / account holder | $173 | $11,961-98.6% | $10,693-98.4% | $14,365-98.8% |